Profile
Mr. Neil Margolis is Lead Portfolio Manager at Merlon Capital Partners Pty Ltd.
He founded Merlon Capital Partners in May 2010.
Prior to Merlon, Mr. Margolis was a Portfolio Manager at Challenger Ltd.
which he joined in 2004 as a Senior Industrials Analyst.
Before that, he was with Alliance Capital Management for three years where he held the position of Senior Equities Analyst.
Prior to that, he worked for JP Morgan Investment Bank.
He holds a Bachelor of Business Science (Hons) degree from University of Cape Town and is a Chartered Accountant and a CFA charterholder.
Neil Margolis active positions
| Companies | Position | Start |
|---|---|---|
Merlon Capital Partners Pty Ltd.
 Merlon Capital Partners Pty Ltd. Investment ManagersFinance Merlon Capital Partners Pty Ltd. is a specialist equity income investor that aims to provide attractive risk-adjusted returns and monthly income while reducing market risks through hedging. The private company is based in Sydney, Australia. and has subsidiaries in France and Australia. The Australian company was founded in 2010 by Neil Margolis, who has been the CEO since 2010. | Chief Executive Officer | 01/05/2010 |
Former positions of Neil Margolis
| Companies | Position | End |
|---|---|---|
Challenger Managed Investments Ltd.
 Challenger Managed Investments Ltd. Investment ManagersFinance Challenger Managed Investments Ltd. (CMIL) is the asset management subsidiary of Challenger Financial Services Group Ltd. (SY: CGF) in Australia. Formerly known as Challenger International Ltd. (Australia), the firm was created in 2003 when Challenger International and CPH Investment Corp. merged to become Challenger Financial Services Group. Located in Sydney, CMIL has expertise in infrastructure and real estate and continues to develop specialist funds for institutional and retail investors. They are also a proprietary investor, raising capital through retail and wholesale annuities and other sources to invest in assets which are undervalued for risk or have value-add potential. The firm offers a range of funds across a variety of asset classes and investment styles. | Analyst-Equity | - |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Challenger Managed Investments Ltd.
Challenger Managed Investments Ltd. Investment ManagersFinance Challenger Managed Investments Ltd. (CMIL) is the asset management subsidiary of Challenger Financial Services Group Ltd. (SY: CGF) in Australia. Formerly known as Challenger International Ltd. (Australia), the firm was created in 2003 when Challenger International and CPH Investment Corp. merged to become Challenger Financial Services Group. Located in Sydney, CMIL has expertise in infrastructure and real estate and continues to develop specialist funds for institutional and retail investors. They are also a proprietary investor, raising capital through retail and wholesale annuities and other sources to invest in assets which are undervalued for risk or have value-add potential. The firm offers a range of funds across a variety of asset classes and investment styles. | Finance |
Merlon Capital Partners Pty Ltd.
Merlon Capital Partners Pty Ltd. Investment ManagersFinance Merlon Capital Partners Pty Ltd. is a specialist equity income investor that aims to provide attractive risk-adjusted returns and monthly income while reducing market risks through hedging. The private company is based in Sydney, Australia. and has subsidiaries in France and Australia. The Australian company was founded in 2010 by Neil Margolis, who has been the CEO since 2010. | Finance |
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