About - Morphic Asset Management

WHY WE EXIST

Morphic is a Sydney-based investment manager that has a strong record for delivering high risk-adjusted returns from investing in global equities in a way that doesn’t harm the environment, society or people.

Morphic was founded by Jack Lowenstein and Chad Slater in 2012 after working together for many years at Hunter Hall, a pioneer in ethical investing, where they established an excellent track record.

The founding principle was simple: there was a better way to invest.

Morphic is a signatory of the Principles for Responsible Investment (PRI).  Both our unit trust, the Morphic Global Opportunities Fund and our ASX-listed investment company, the Morphic Ethical Equities Fund (ASX: MEC), are certified by the Responsible Investment Association of Australasia (RIAA) as ethical investments available to investors. Morphic is also a signatory of Climate Action 100+, a five-year initiative led by investors to engage with the world’s largest corporate greenhouse gas emitters to improve governance on climate change, curb emissions and strengthen climate-related financial disclosures.

WHAT WE DO

We exclude direct investments that involve:

  • armaments
  • tobacco, alcohol, gambling
  • intensive farming and aquaculture
  • extraction of oil and gas 
  • coal and uranium mining
  • rainforest and old-growth logging

As investors in the Funds, the team aims to deliver global equity market performance during good times and, through the use of hedging, endeavours to protect a degree of capital when things get tough, in a responsible way.

Read our Ethical Charter

Morphic Responsible Investing Policy
Morphic Proxy Voting Policy

WHY MORPHIC

  • Global Responsible Investors with an active strategy that means we can move fast to protect capital in market downturns.
  • Record of achieving above average returns taking less risk, through a long/short strategy.
  • Strong alignment of interests – investment team members have most of their liquid wealth in the Funds: you are co-investing with us.
  • We look for opportunities where other fund managers don’t, to provide a diversified portfolio.

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