Morphic Ethical Equities Fund Ltd. · ASX:MEC
Morphic Ethical Equities Fund — Investor Presentation (July 2025)
14 slides from Morphic Ethical Equities Fund's investor presentation, Jul 1, 2025
Slide 1: Morphic Asset Management Global Responsible Investors Webinar
For personal use only Morphic Asset Management Global Responsible Investors Webinar 1 Global Responsible Investors
Slide 2: Morphic / Ellerston Global Mid Small Cap Team
Morphic / Ellerston Global Mid Small Cap Team For personal use only Ellerston team of 31 investment professionals with an average of 21 years of experience 2 Global Responsible Investors
Slide 3: Our Guideposts
Our Guideposts For personal use only Concentrated Between 20 – 60 global stocks Mid/Small Cap Bias Sub US$30 billion Absolute Benchmark Independent Contrarian Where the crowd isn’t Ethically Invested Avoiding companies which cause harm Connecting to Tomorrow's Returns, Today 3 Global Responsible Inv
Slide 4: Global Mid Small Caps in Context
Global Mid Small Caps in Context For personal use only Our investments are roughly the same ‘size’ as well-known Australian companies 4 Global Responsible Investors Source: Ellerston Capital
Slide 5: SMID companies - Higher Upside Potential
SMID companies - Higher Upside Potential SMID companies often sit in the performance ‘sweet spot’ For personal use only The SMID universe has a large number of fast-growing and highly profitable businesses that are often overlooked by investors. 5 Global Responsible Investors
Slide 6: Investment Screening Summary
Investment Screening Summary For personal use only 6 Global Responsible Investors
Slide 7: Investment Outlook
Investment Outlook Observations Return: MSCI World Mid Cap VS MSCI World Large Cap For personal use only • Near record underperformance of Small/Mid-caps relative to large caps. • Significant value emerging across numerous sectors and geographies. • Numerous attractive structural growth themes – AI,
Slide 8: Morphic Ethical Equities Fund Performance
Morphic Ethical Equities Fund Performance For personal use only FYTD 1m 3m (1 Jul 24 FYTD – 31 May 25) 1 Year 3 Years (p.a.) 5 Years (p.a.) Since Inception (p.a.)# 17.4% 16.4% 15.4% 13.4% 14.1% 12.4% 12.5% 8.4% 8.5% 7.5% 6.2% 5.1% 1.4% -0.9% Net^ Benchmark* FYTD Portfolio 3 Years 5 Years Since Incep
Slide 9: Positioned for uncertainty
Positioned for uncertainty Recent volatility has allowed us to add to companies which have been oversold by markets, despite their long-term growth tailwinds remaining intact. For personal use only Mispriced Compounders Secular Growth High quality business which have fallen out of High quality busin
Slide 10: MEC portfolio – May 2025
MEC portfolio – May 2025 Country Portfolio MSCI MSCI Top 10 holdings Sector Portfolio For personal use only World World Mid Portfolio Domicile Weight characteristics Large Cap Corpay Financials United States 5.8% EV/EBITDA 14.4 11.4 13.2 GFL Environmental Industrials United States 4.8% EV/EBIT 19.5
Slide 11: Aercap (AER-US)
Aercap (AER-US) AER Price Chart For personal use only AER is the world’s largest owner and lessor of aircraft, with >2,500 commercial aircraft and jet engines. The assets include the most in-demand, next-generation aircraft with a low average 120.00 age. Over the last 10 years, book value per share
Slide 12: Questions
For personal use only Questions 12 Global Responsible Investors
Slide 13: THANK YOU
For personal use only THANK YOU 13 Global Responsible Investors
Slide 14: Morphic Asset Management contact and disclaimer
Morphic Asset Management Level 11, 179 Elizabeth St For further enquiries: For personal use only Sydney 2000 Investor Relations Team New South Wales Phone:+612 9021 7701 Australia Email: [email protected] Disclaimer: Unless specifically indicated, this presentation is for information purpose
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