Ethical Capital

www.ethicalcap.com

Ethical Capital was established to meet growing demand from investors seeking to invest ethically without compromising financial returns. A boutique funds management firm specialising in Australian listed equities, with a strong focus on ROI and investment fundamentals, driven by the philosophy that ethical investments are in the best interests of investors, society and the globe. We conduct thorough research and only invest in listed equities that meet stringent qualitative and quantitative criteria, in the stable yet growing Australian listed-equities market which offers many long-term growth opportunities. We overlay an ethical filter focussing on ESG (Environmental, Social & Governance) criteria which assures investors that their money will only be invested in ethical industries and companies. More than a feel-good factor: ethical investments have been shown to generate better financial returns than their non-ethical counterparts. Why We're Different The Ethical Capital fund ("the Fund") is focused on performing over the long-term for investors: - Investors can expect significant hands-on engagement and updates - Focus on Australian listed investments meeting ethical criteria by experts who conduct rigorous research - Fund managers hold significant investments in the Fund - Fund structure incentivises performance - Hands-on flexible funds management style - Tax benefits though trust structure - Regular performance reports and annual audits Our Investment Philosophy The Benjamin Graham / Warren Buffet approach of "value-investing" best characterises the investment style of the Fund. The Fund focuses on research and company fundamentals. This is founded upon on-going fundamental research on listed companies to identify intrinsic value and invest where a "Margin of Safety" exists. Investments must also meet a further filter of ethical criteria.

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Ethical Capital was established to meet growing demand from investors seeking to invest ethically without compromising financial returns. A boutique funds management firm specialising in Australian listed equities, with a strong focus on ROI and investment fundamentals, driven by the philosophy that ethical investments are in the best interests of investors, society and the globe. We conduct thorough research and only invest in listed equities that meet stringent qualitative and quantitative criteria, in the stable yet growing Australian listed-equities market which offers many long-term growth opportunities. We overlay an ethical filter focussing on ESG (Environmental, Social & Governance) criteria which assures investors that their money will only be invested in ethical industries and companies. More than a feel-good factor: ethical investments have been shown to generate better financial returns than their non-ethical counterparts. Why We're Different The Ethical Capital fund ("the Fund") is focused on performing over the long-term for investors: - Investors can expect significant hands-on engagement and updates - Focus on Australian listed investments meeting ethical criteria by experts who conduct rigorous research - Fund managers hold significant investments in the Fund - Fund structure incentivises performance - Hands-on flexible funds management style - Tax benefits though trust structure - Regular performance reports and annual audits Our Investment Philosophy The Benjamin Graham / Warren Buffet approach of "value-investing" best characterises the investment style of the Fund. The Fund focuses on research and company fundamentals. This is founded upon on-going fundamental research on listed companies to identify intrinsic value and invest where a "Margin of Safety" exists. Investments must also meet a further filter of ethical criteria.

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Founded

2009

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  • Chief Financial Officer

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  • Chief Investment Officer

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  • Director , Corporate Services

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