Ellerston Capital Limited (Ellerston) has acquired a controlling interest in Morphic Asset Management Pty Ltd (Morphic). Morphic will become a subsidiary of Ellerston.

Morphic’s founders, Jack Lowenstein and Chad Slater will continue running the Morphic Funds, but with access to Ellerston’s wider analyst pool and infrastructure.

Morphic is a specialist investment manager focussed on achieving high risk-adjusted returns from investing in global equities in a way that doesn’t harm the environment, society or people.

“I believe stewardship is crucial and it will be increasingly important in the future. Morphic fulfils a unique role in this space, being one of the few managers offering L/S ESG products and Ellerston is very excited to acquire a leading domestic ethical fund manager”, said Ellerston’s CIO, Chris Hall.

“Our vision remains to be the leading ethical global equity manager in Australia” said Morphic’s Managing Director and Joint CIO, Jack Lowenstein. “We believe that under the wing of Ellerston, we gain access to Ellerston’s experienced investment team and we substantially improve our reach to investors whose aim is to build wealth by following the principles of socially responsible investing. Families invest for multi generation and ESG is about the long-term view of the world.”

Please contact Ellerston on (02) 9021 7797 or info@ellerstoncapital.com with any queries.

Ellerston Capital

Past performance is not a reliable indicator of future performance. 
Ellerston Capital Limited ABN 34 110 397 674 AFSL 283000 is the issuer of units in the Funds. Any information is general and does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the relevant disclosure document before deciding whether to acquire or continue to hold units in the Fund available from this website or by contacting us on (02) 9021 7797.