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Exclusive: Boutique AM firm launches L/S ESG strategy

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Exclusive: Boutique AM firm launches L/S ESG strategy

Morphic Asset Management has launched a long/short ESG global equity strategy on Trium’s Ucits platform, Citywire Selector can reveal.

The Trium Morphic ESG L/S fund will officially launch on February 20. It targets European investors and will be managed by Jack Lowenstein and Chad Slater.

Both managers will apply a fundamental equity L/S approach to the fund, with a focus on absolute returns. Multi-level risk management will be at the heart of their approach and the fund will offer investors daily dealing.

Typically, the fund will hold 20-60 long and short positions. The fund will include shorting by using a selection of ESG and non-ESG signals. Most of the shorts will be implemented through pair trades or as single stock shorts.

The team will use a two-stage ESG approach that, initially, applies a negative ESG screen to a universe of stocks, which is then used to analyse stocks to identify change.

Commenting on the launch, Lowenstein said: ‘It is clear markets reward those companies making material ESG improvements.

'Hence, we don’t view exposure to companies with impressive ESG scorecards as a source of maximising alpha; instead, we seek companies implementing measures to improve their ESG profiles.

Morphic Asset Management is an Australian company and was founded in 2012 and focuses on global equity strategies.

Trium Capital is an independent specialist alternative asset manager based in London and offers distribution-led, independent investment solutions for investment managers looking to set up Ucits funds.

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