Andy Gracey describes Australian Ethical’s funds as more than just “feel good” investments, having won a number of awards over the years. They are long term focused, and seek opportunities in growth areas with a sector specialist approach, whilst guided by their ethical charter (as I discussed with Stuart Palmer in Episode 3 of this podcast).
Andy has worked in investment management for over 20 years. In 2003 he set up his own equities research business undertaking research services for a number of ASX listed companies and institutional investors, before joining Australian Ethical in December 2004. Andy assumed full portfolio management responsibility for the Australian Ethical Australian Shares Fund in April 2008, although he has been responsible for the small cap component of the Fund since August 2006, and he has been portfolio manager for the Australian Ethical Emerging Companies Fund since inception 6 years ago. Andy graduated from Massey University with a Bachelor of Business Studies (Economics and Finance with an honours degree in Finance) in 1991.
I hope you enjoy this discussion with Andy Gracey of Australian Ethical Investments (recorded just as the Omicron Covid variant was starting to spread). You can check out their website at: www.australianethical.com.au.
For more information about James Baird and JustInvest Financial Planning see: justinvest and ethicalinvestment.
We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and future.