3 ethical ASX companies ft. Mike Murray from Australian Ethical

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 about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, 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, leaving 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 Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (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.

Watch the video version on the Rask Australia YouTube page.

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Full individual disclosures for each guest are available via the show notes page.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 8th Feb 2022

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