In part three 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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Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical.
I’m joined again by Mike Murray, Australian Ethical’s Head of Domestic Equities.
In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude around half of the companies on the ASX from the team’s universe of investment ideas. In Part Two, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH).
You can go back to Parts One and Two by using the links in your podcast player. While you’re there, don’t forget to subscribe to The Australian Investors Podcast and, if you’re really keen to help me out, leave me an honest review.
In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF.
These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; PEXA Group Ltd (ASX: PXA), which is by far Australia’s most dominant property settlement and exchange platform; and Downer EDI Limited (ASX: DOW), an industrials business working across many industries.
As you’ll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis.
Date recorded: 8th of February 2022.