Focussed Vigilant Agile
Morphic Asset Management is a global equity investment manager based in Sydney. It manages the Morphic Global Opportunities Fund for high net worth, retail and institutional investors.
The Joint Chief Investment Officers, Jack Lowenstein and Chad Slater, set up Morphic in 2012 after working together for many years at Sydney-based ethical fund manager Hunter Hall where they established an excellent track record.
Barely a week goes by without the media reporting breathlessly about a new start-up innovating with a new app of some sort. At Morphic we prefer to focus on the numbers rather than the narrative and it appears that the insight from American Economist, Robert Solow in 1987, “You can see the computer age everywhere but in the productivity statistics” remains as valid as 30 years ago.
On May 3rd, the Morphic Ethical Equity Fund (MEC), Australia’s first new ethically screened Listed Investment Company in more than ten years, will commence trading on the ASX. After a month on the road meeting prospective investors in MEC, here are some reflections on what we learnt – and what has changed in my two decades in ethical investing.
Macromill is the newest addition to our portfolio following the recent IPO. The company's roots are in its market leading position in domestic online market research in Japan.
We look at the potential breakdown in the relationship between Xi and Trump to question why businesses that were previously thought as excellent, may not be the winners in a protectionist future.
A recent meeting with a global diversified investment bank served as a reminder as to why investors should be cautious investing in such financial conglomerates.
In a world of “alternate facts”, one fact is undisputable: the globe is one degree warmer than what it used to be. So are we all toast? Can we do anything about this pessimistic scenario ?
Protect your downside! Morphic's head of macro and risk Geoff Wood presents our five top risk management tips for safer long term investment returns.
What we learnt from the CIA that told us when to cover our short position in Woolworths. Introducing the Alternative Competing Hypotheses analytic tool.
When its edge as America’s most trusted big bank promised compounding growth, we bought. As it started using accounting tricks to meet earnings guidance, we sold. When scandals broke over some of its business practices, we shorted. Here is why.
In this week’s blog, we outline our five calls for this half of outcomes that we think will NOT happen.