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ETHICAL CAPITAL


Investing for Impact
Delivering Financial Returns

About Ethical Capital
Ethical Capital was established to meet growing demand from cleints/investors wanting to invest ethically without compromising financial returns.
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We are a boutique consulting and funds management firm specialising in Australian listed equities, with a strong focus on ROI and investment fundamentals, driven by the philosophy that ethical investments will outperform for investors, over the long run. 
 
We conduct thorough research to identify 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 focusing 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

2010

Firm Founded

Listed

Research Focus with rigorous financial Criteria

<25

ESG

Non-Financial Overlay
Investments Currently Meeting Criteria
The Ethical Capital fund ("the Fund") is focused on performing over the long-term for investors:
  • Clients can expect significant hands-on engagement and updates
  • Focus on Australian listed investments meeting ethical criteria by experts who conduct rigorous research
  • Model incentivises performance 
  • Hands-on flexible research approach adapting to changes quickly
  • Focus on BOTH financial returns and meeting rigorous ESG criteria
Our People
The firm, established and led by Adrian Gurgone (CA, MBA) in 2009, employs a small but highly skilled and dedicated team of experienced and qualified analysts, investment experts and administrators. We hone our expertise in the Australian listed environment with specific expertise in ethical investments which generate positive financial, social and environmental returns. We apply disciplined value-investing principles and key quantitative and qualitative metrics in analysing and selecting stocks and compiling portfolios as well as conducting targeted research.​
Our Investment Philosophy
The Benjamin Graham / Warren Buffet approach of "value-investing" best characterises the investment style of the firm. The firmfocuses 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. Target investments must also meet a further filter of ethical criteria.
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