Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Morphic Asset Management’s Half Year Report – Investing in Companies that Make a Difference

Morphic Asset Management is a Sydney-based investment management firm co-founded by Jack Lowenstein and Chad Slater in 2012. The company aims to deliver high risk-adjusted returns through investing in global equities without harming people and the environment. Before starting Morphic, Lowenstein and Slater worked together at Hunter Hall for many years.

Prior to joining Hunter Hall, Lowenstein had careers in international financial journalism and corporate finance. He holds a master’s degree from Oxford University and has completed the Part-Time Owner/President Management course at Harvard Business School. He invests in various markets and sectors and has developed a deep knowledge of Asia-Pacific markets, resources sectors, and global finance.

Slater worked as an investment analyst at BT Financial Group before joining Hunter Hall. At the beginning of his career, he worked as an economist at the Australian Federal Treasury. He is a graduate of the University of Queensland and has completed the CFA program. He also has a strong knowledge of American and European markets.

In Morphic’s recent Investor Letter, Lowenstein reported that the company delivered excellent returns during the first half of 2019. He also announced the company’s partnership with Ellerston Capital, one of the largest asset managers in Australia.

“Dear Investor,

The storm clouds of 2018 parted as quickly as they seemed to come, with the first half of 2019 delivering excellent returns to equity investors as the fears of 2018 receded into the distance, replaced by the soothing balm of talk of interest rate cuts around the world. This saw markets rally 16.6% in the first half of 2019, with the US market making new all-time highs. Yet we have lingering concerns the storm of 2018 was the prelude to more bad weather, not an Indian summer.

The first half of 2019 has also been a momentous year for Morphic as a company. In June, Ellerston Capital acquired the majority of the Morphic business, with the team moving into the Ellerston offices. Ellerston is one of Australia’s largest boutique asset managers, with over $5bn of assets and 60 investment professionals across more than 12 investment strategies.

Why the partnership? It enables the investment team to focus more on what they love – investing. The Morphic team gains access to Ellerston’s wider analyst pool and support infrastructure and we improve our reach to investors whose aim is to build wealth by following the principles of responsible investing. The Morphic brand will remain intact, a recognition of the brand awareness that the team has built within ethical and long/short investing.”

You can download a copy of Morphic Asset Management’s Half Year Report here:

Morphic Asset Management’s Q2 2019 Investor Letter

You can also see the list of our 2019 Q2 investor letters and download them on this page.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.