Ellerston acquires ESG investment manager

— 1 minute read

Ellerston Capital has announced it has a controlling stake in a specialist investment manager focused on investing in global equities with environment, social and governance principles.

Morphic Asset Management will become a subsidiary of Ellerston, with founders Jack Lowenstein and Chad Slater continuing to run the Morphic funds but with access to Ellerston’s wider analyst pool and infrastructure.

Ellerston chief investment officer Chris Hall stewardship is crucial and 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”, Mr Hall said.

Morphic managing director and joint chief investment officer Jack Lowenstein said its vision remains to be the leading ethical global equity manager in Australia.

“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 multigeneration and ESG is about the long-term view of the world,” Mr Lowenstein said.


Ellerston acquires ESG investment manager
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Adrian Flores

Adrian Flores

Adrian Flores is a features editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected]

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