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.
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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.
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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.
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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
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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.
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