Relative Return: Lessons from growing an asset manager
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases.
Listen as they discuss:
- Setting up Merlon in the wake of the GFC.
- The challenges of running a fund manager.
- The current state of Australian equities.
- Exploiting behavioural biases for investment gains.
- ASIC’s focus on ESG and greenwashing.
AUTHOR
Laura Dew
Recommended for you
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s expectation-defying interest rate hold and whether the move is the start of a fundamental change in the central bank’s approach.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY26, from ASIC action to super fund results.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing geopolitical tensions and the NATO summit to US President Donald Trump’s trade policy and the One Big Beautiful Bill.
In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and Iran.
