About Us
Value Investment Principles
Company Profile
Ethical Capital Pty Ltd ("Ethical") is a boutique value-focussed ethical investment consulting firm catering to ethical investors seeking strong finnacial returns, with a focus on Australian equities.
The Ethical Capital team works to leverage the opportunities which exist in Australia mainly through a bespoke model which filters the All Ordinaries shares as well as some larger listed international shares.
Ethical Capital was established by Adrian Gurgone in 2010 (formerly known as "Fortis Capital") to deliver to the growing market for investors seeking both ethical as well as financial returns.
Ethical Capital has built a sophisticated model focused on helping investors identify ethical investments which perform over the long-term for investors. Key attributes include:
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Investors can expect significant hands-on engagement and updates and tailored services
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Focus on investments which meet Environmental, Social and Governance (ESG) criteria
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Focus on Australian economy by experts on Australian listed investments underpinned by thorough research and an ethical filter
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Hands-on flexible advisory approach
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Regular performance and market reports
The influence of Graham and Buffett
Warren Buffett's investment success was founded upon the investment philosophy of a man by the name of Benjamin Graham. Graham's "value-investing" methodology which Buffett built on by adding (among other elements) the concept of brand-equity, best characterises the investment style of the firm, which we take further by overlaying a filter for ESG investments.
The firm focuses on research and company fundamentals. Our investment philosophy is underpinned by deep on-going fundamental research on Australian listed companies and ESG. A number of quantitative filters on company fundamentals are employed to identify intrinsic value and invest where a "Margin of Safety" exists.
