JL

Jack Lowenstein

Morphic Ethical Equities Fund Limited | Non-Executive Director
Mr Lowenstein had careers in corporate finance and as an international financial journalist and has been involved in the research and investment of global equities and other Securities for more than 30 years. He was the founding Managing Director and Joint Chief Investment Officer of Morphic Asset Management until 2020. Prior to that he was the Deputy Chief Investment Officer at Hunter Hall, responsible for risk management and portfolio construction. He is also member of Risk Committee.

Companies and Roles

Company
Title
Tenure
Since
MEC
MEC
Morphic Ethical Equities Fund Limited
  • Non-Executive Director
9yrs, 3mthFeb 2017
URF
URF
US Masters Residential Property Fund
  • Non-Executive Director
1yrs, 11mthJun 2024

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
MEC
MEC
Morphic Ethical Equities Fund Limited
30/06/25629,126271,812N/AN/A
TRP
TRP
25/10/2483,08040,000366,060N/A
URF
URF
US Masters Residential Property Fund
25/06/240N/AN/AN/A

Transactions

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