Overview
If you’re running a large listed Australian company and a letter from Merlon Capital Partners arrives in the mail, chances are you’re not in a great place.
The $1 billion Australian equity fund follows a strict investment process which means they’re buying in when the share price has bombed out and the market has deserted the stock.
Source: https://www.afr.com/markets/equity-markets/how-a-1-billion-fund-turned-a-three-page-letter-into-investment-edge-20260707-p60dek