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GLOBAL RESPONSIBLE INVESTORS
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.
We avoid investments that involve:
- 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.
Morphic Asset Management was established in June 2012 by a proven team of global fund managers with more than 40 years of investment experience. Morphic uses intensive top down and bottom up analysis to build portfolios designed to outperform global markets in Australian dollars, overlaid with strong risk controls.
The Morphic Global Opportunities Fund seeks to provide longer-term capital growth through investing in Global shares and using other investments, including derivatives, to manage volatility and other risks in the portfolio.
The Fund will aim to outperform the MSCI All Countries Total Return Index in Australian dollars over rolling three year periods. It will also attempt to preserve capital for investors in falling markets through hedging.
- Jack Lowenstein, Joint CIO and Managing Director of Morphic
- Chad Slater, Joint CIO and Executive Director of Morphic