In part two of our three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical — a leader in ethical managed funds and superannuation — I’m joined by Mike Murray, CFA.
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Mike Murray is the Head of Domestic Equities at Australian Ethical. In this conversation, Mike walks us through the investment pillars of Australian Ethical’s process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management.
In this conversation, Mike shares the secrets behind companies like Cochlear Limited (ASX: COH), Downer EDI Limited (ASX: DOW), Australian Ethical Investment Limited (ASX: AEF) (the ASX-listed company) and Fisher & Paykel Healthcare Corp Ltd (ASX: FPH).
Basically, if you want to know what makes great companies great investments, this is the episode for you.
Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia. In part one, I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking “I think I’m missing something?”, just go back and listen to Part One first. Part One should be available in your podcast player and I’ve included a link in the show notes.
In part three, Mike offers us 3 ethical investment ideas from Australian Ethical’s Australian Shares High Conviction ETF (CBOE: AEAE).
I hope you enjoy this conversation with Mike Murray of Australian Ethical.
Episode transcript:
Date recorded: 8th of February 2022.
