Merlon strengthens ESG research capabilities with new hire

by | Sep 7, 2021 | IN THE MEDIA

Boutique Australian equity fund manager Merlon Capital Partners has boosted its Environmental, Social and Governance (ESG) research capabilities with the appointment of Rebecca El-Khoury as Sustainability Manager.

Rebecca has joined Merlon from TransGrid where she was a Sustainability Manager within the Corporate Strategy and Sustainability team and prior to this held roles at Deloitte Access Economics, the Australian Tax Office and the Reserve Bank of Australia. She holds a B. Applied Finance / B. Economics from Macquarie University and was a Macquarie University Merit Scholar.

Lead portfolio manager Neil Margolis said Rebecca’s appointment is aligned with Merlon’s culture of thinking and acting as long-term owners of businesses. Rebecca will support efforts to more deeply integrate ESG-related matters across its Australian equity funds, including the Merlon Australian Share Income Fund which is rated Highly Recommended by Zenith^.

“ESG related matters are becoming increasingly important in assessing potential and monitoring existing investments. Further, the skills required to develop a deep understanding of ESG related issues and coordinate engagement activities is becoming increasingly specialised and resource intensive. We are excited to work with Rebecca to further develop and implement our ESG philosophy and processes.”

Sustainability of cash flow and assessment of downside risk scenarios remain at the core of the Merlon investment approach. The result is a portfolio of relatively high yielding stocks with limited risk of permanent capital loss. As at 30 June 2021 Merlon was managing approximately $1.0 billion on behalf of institutional investors, charities and endowments and retail investors.

Merlon Capital Partners is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.