JL

Jack Lowenstein

Morphic Ethical Equities Fund Limited | Non-Executive Director
Mr Lowenstein has over 25 years of senior management experience in financial services and was a pioneer in developing Australian ESG investment, first at Hunter Hall Investment Management from 1997 to 2011, and then from 2012 to 2019 at Morphic Asset Management. Both companies specialised in investing in ethically screened global mid-cap equities. Morphic was acquired in 2019 by Ellerston Capital. He was also a co-founder of Fiji's first investment bank, Kontiki Capital which he chaired from its inception in 1998 to 2017, and remains a director of Kinetic Growth Fund, which is listed on the South Pacific Stock Exchange.

Companies and Roles

Company
Title
Tenure
Since
MEC
Morphic Ethical Equities Fund Limited
  • Non-Executive Director
7yrs, 5mthFeb 2017
TRP
Tissue Repair Ltd
  • Non-Executive Chairman
  • Non-Executive Director
2yrs, 11mthAug 2021
URF
US Masters Residential Property Fund
  • Non-Executive Director
Just startedJun 2024

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
URF
US Masters Residential Property Fund
25/06/240N/AN/AN/A
MEC
Morphic Ethical Equities Fund Limited
15/11/23629,126271,8120N/A
TRP
Tissue Repair Ltd
31/08/2373,08040,000366,060N/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
MEC
Morphic Ethical Equities Fund Limited
15/11/23
Issued
9,604$0.956$9,177Dividend Reinvestment Plan (DRP)
MEC
Morphic Ethical Equities Fund Limited
14/09/23
Issued
20,648$1.031$21,296Dividend Reinvestment Plan (DRP)
MEC
Morphic Ethical Equities Fund Limited
14/09/23
Issued
8,606$1.031$8,876Dividend Reinvestment Plan (DRP)
MEC
Morphic Ethical Equities Fund Limited
23/06/23
Issued
3,940$0.950$3,744Dividend Reinvestment Plan (DRP)
MEC
Morphic Ethical Equities Fund Limited
23/06/23
Issued
9,453$0.950$8,985Dividend Reinvestment Plan (DRP)