MONEY MASTERS

Australian Ethical: Emerging Companies Fund

David Macri. chief investment officer Australian Ethical

Applying an ethical screening overlay to its investment universe allows the Australian Ethical Emerging Companies Fund to seek out positive investment opportunities whilst avoiding negative stocks. In this Money Masters course, David Macri explores how the Australian Ethical Emerging Companies Fund works to manage risk and what kind of investors are best suited to the fund’s ethical investment approach.

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What you'll learn /

The Australian Ethical Emerging Companies Fund masterclass with David Macri will give you insights into:

 

The ethical screening overlay Australian Ethical applies to its investment universe
The team behind the Australian Ethical Emerging Companies Fund
How the Australian Ethical Emerging Companies Fund works to manage risk
What type of investor is best suited to the Australian Ethical Emerging Companies Fund and why

About the expert /

David Macri /

chief investment officer Australian Ethical


David Macri is the head of the Australian Ethical Investment team. David is a highly experienced individual who joined Australian Ethical in 2009 as an equities analyst. Prior to joining Australian Ethical his extensive career included time with Macquarie Equities, Credit Suisse Asset Management, Mellon Human Resources and Investor Solutions and Mercer Investment and Consulting, covering strategic and tactical asset allocation, sell-side and buy-side research, portfolio construction as well as investment consulting.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

David Macri is the chief investment officer and heads up Australian Ethical’s investment team. He has extensive experience in the equities and asset management space and has previously worked for Macquarie Equities, Credit Suisse Asset Management, Mellon Human Resources and Investor Solutions and Mercer Investment and Consulting covering strategic and tactical asset allocation, sell-side and buy-side research, portfolio construction and investment consulting.

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01.
OVERVIEW

Fund philosophy

Australian Ethical is guided by a deep commitment to ethical investing which screens out stocks which don’t fit the group’s charter and favours those which have positive impacts.

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02.

About the fund

The correlation of the Australian Ethical Emerging Companies Fund relative to the market and other fund managers is extremely low which multiples the value and diversification adding the fund to an investor’s portfolio can add.

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03.

Competitive advantage

Australian Ethical’s commitment to ethical research and investing propels the group towards new economy type sectors like information technology and biotech.

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04.

The team

The Australian Ethical Emerging Companies Fund is supported by both an investments team and an ethics team which offer dual perspectives on potential stocks for investment.

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05.
STRUCTURE AND OBJECTIVES

Unique aspects of the fund

An ethical investment screen and a decision not to be bound by market cap constraints sets the Australian Ethical Emerging Companies Fund apart from other market offerings.

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06.

How we invest money

A bottom-up research approach to stock picking helps the team behind the Australian Ethical Emerging Companies Fund determine the fair value behind a stock.

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07.
BEST SUITED FOR

The ideal investor

The Australian Ethical Emerging Companies Fund is best suited to a general investor looking to invest in the smaller micro caps space from an ethical standpoint.

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08.

Risks and returns

Small cap investing carries more risk than investing in broader all call assets due to the size of the stocks and the potential illiquidity of investments. However, the Australian Ethical Emerging Companies Fund works to manage any potential risks and at the portfolio level.

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09.

Test yourself /