About Us

Background

Hunter Hall Investment Management is Australia’s largest dedicated ethical investment manager.We aim to create wealth for investors over time through careful and responsible investment in undervalued companies.

Formed in 1993, Hunter Hall is a funds management business built on superior long term investment performance with an ethical investment overlay. Hunter Hall's objective is to provide investors with superior returns over the medium to long term by investing in high quality stocks that are perceived to be undervalued. These are often undiscovered, under researched and out of favour companies.

Ethical Investment Policy

Hunter Hall is committed to the concept of responsible investing and applies an Ethical Investment Policy to all products.

The Ethical Investment Policy of the Value Growth Trust, Global Ethical Trust and Australian Value Trust involves applying a negative screen to potential investments which seeks to avoid investment in companies that derive operating revenues from direct and material business involvement in the manufacture or sale of weapons and weapons components, tobacco manufacture, gambling outlets or systems, intensive animal farming, animal testing for cosmetics, activities that give rise to human rights violations, unremediated destruction of the environment and uranium mining and nuclear reactors.

In October 2007 Hunter Hall launched its first positively screened investment fund, the Hunter Hall Global Deep Green Trust (GDG), which in addition to applying the screen above, will focus investment in enterprises which are deemed to make a positive impact on the wellbeing of people, animals and the environment. Furthermore, the GDG will not invest in any company domiciled in any country involved in commercial whaling.

Charitable Giving

Hunter Hall International has a policy of donating 5% of its pre-tax profits to charitable purposes and activities that support social or environmental causes. Since listing on the ASX, Hunter Hall International through the Shareholder Nominated Charitable Giving Scheme has donated a total of $5.49 million. Major recipients of this charitable donation include the Asian Rhino Project, Australian Cancer Research Foundation, The Fred Hollows Foundation, Medecins Sans Frontieres Australia, Free The Bears Fund Inc.and Youth Off The Streets.

Investment Information

Hunter Hall has a policy of transparency and open communication in relation to investments. Monthly Performance Reports for each of the Funds are available via this website. An annual Report to Investors is sent to all unitholders and supporting advisors each year.

In addition, investors and supporting advisors are invited to attend Hunter Hall's Annual Investors & Advisors Meeting.