WHY WE EXIST

Morphic Asset Management is a global equity investment manager based in Sydney. Morphic’s area of specialty is long/short mid cap stocks, which sets it apart from most other global funds offered in Australia.

Jack Lowenstein and Chad Slater founded Morphic in 2012, after working together for many years at Hunter Hall, who was one of Australia’s original ethical fund managers, where they established an excellent track record.

Morphic offers investors an opportunity to invest in a Fund – the Morphic Global Opportunities Fund – that combines quality stock picking within a modern risk management framework.

Morphic is a signatory of the Principles for Responsible Investment (PRI) and this year launched the Morphic Ethical Equities Fund (ASX: MEC), Australia’s first long/short ethical Fund.

What we do

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

If you share these objectives and have a time horizon of at least three years, the Morphic Global Opportunities Fund may be suitable for you, and we encourage you to learn more about our team and process.

How we do it

Morphic understands that markets change and that “change creates opportunity”, so no single strategy is likely to be best suited for all markets or at all times.

Morphic has formed a durable but adaptive approach involving a blend of investment strategies – all within a rigorous risk management framework. We believe that by adhering to bottom up value investing, fundamental research and combining it with price trends to decide when to enter, we can deliver better returns for investors with less risk.

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

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