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 avoid 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

WHY MORPHIC

  • Global Responsible Investors that can profit from both long and short positions.
  • Ability to move fast to protect capital in market downturns.
  • Record of achieving above average returns taking less risk.
  • Strong alignment of interests – investment team members have most of their liquid wealth in the Funds: you are co-investing with us.
  • Stocks not seen in other global equity funds.
  • Morphic believes active fund management is the best way to invest responsibly rather than Index investing.

OUR INVESTMENT TEAM

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.

Meet the team

Subscribe To Updates

Subscribe now to get the latest reports and insights from
Morphic Asset Management.