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.
We avoid investments that involve:
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.
Jack Lowenstein and Chad Slater founded Morphic to offer savers an opportunity to invest alongside them in a Fund that combines the quality stock picking for which they made their name within a modern risk management framework.
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