Company Investment Team - Morphic Asset Management
JACK LOWENSTEIN

JACK LOWENSTEIN

Director

Jack co-founded Morphic Asset Management in 2012. He was previously Deputy Chief Investment Officer at Sydney based global equity manager Hunter Hall with responsibility for risk management and portfolio construction.

As a stock picker Jack has invested in a variety of markets and sectors, but developed in-depth knowledge of markets in Asia-Pacific region as well as global finance and resources sectors.

He played a key role in building Hunter Hall from just $13m under management when he joined to a peak of just under $3 billion. In ten years as a Portfolio Manager with Hunter Hall, generated substantial out-performance.

Prior to joining Hunter Hall, Jack had careers in corporate finance and as an international financial journalist.

Jack holds an MA from Oxford University. He completed the three year, part time Owner/President Management Course at Harvard Business School in 2009

CHAD SLATER

CHAD SLATER, CFA

Portfolio Manager

Chad co-founded Morphic Asset Management in 2012. He was previously a Portfolio Manager and Head of Currency and Macroeconomics at Hunter Hall for five years.

Prior to this, Chad was an Investment analyst at BT Financial Group including a secondment to Putnam Investments in Boston. He began his career as an Economist at Australian Federal Treasury.

As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas.

Chad holds a B.Comm and a B.Econ (Hons) from the University of Queensland and has completed the Chartered Financial Analyst (“CFA”) program and been awarded the CFA Charter.

JAMES TAYLER

JAMES TAYLER

Head of ESG

James joined Morphic in 2016. He was previously Head of Investment Research at Knight Vinke, a leading activist investor focused on European companies, based in Zurich and London.

Prior to this, James was Head of Investment Research for a single family office in Zug, Switzerland following more than 10 years at Swiss Reinsurance Company initially as a UK Equity Portfolio Manager, based in London, followed by a sector specialist analyst role for a multi-billion CHF proprietary absolute return global equity fund, based in Zurich.

James is a stock picker and has experience across a wide range of sectors with a European and North American regional bias.

James holds a B.A (Hons) in Industrial Economics from Nottingham University.

CLAUDIA KWAN

CLAUDIA KWAN

Investment Analyst

Claudia joined the team in 2017.

She was previously an analyst at Smithtan Asset Management, a midcap focused Asian Fund based in Hong Kong.

Prior to this, Claudia spent the majority of her career since 2007 at Morgan Stanley covering Asia-Pacific equities, based in Hong Kong.

Claudia holds a B. Business/B. Arts in International Studies at the University of Technology Sydney. She also completed the PRI Academy’s “Responsible Investment Essentials” and “Enhanced Financial Analysis” courses in 2018.

KEVIN ZHENG

Investment Analyst

Kevin joined the team in 2018 after interning at Morphic. He has passed CFA Level I.

Kevin holds a B.Comm and is studying a LLB at the University of Sydney.

KELSEY BENTLEY

Associate Investment Analyst

Kelsey joined the team in 2018 after interning at Morphic.

Kelsey is studying a B. Comm/B. Advanced Studies, majoring in Finance and Banking at the University of Sydney .