Melbourne Based Responsible Investment Firm
ELM Responsible Investments is a Melbourne-based boutique investment firm specialising in sustainable, long-term investments across Australia, New Zealand, and global markets. Established in 2019, we bring an institutional investing background combined with a values-driven, research-intensive approach to achieve strong, lasting returns while fostering a sustainable future.
We operate two flagship funds, the ELMRI ANZ Conviction Fund and the ELM Responsible Investments Global Fund, both managed with a long-term investment horizon and a business-owner mindset. Our focus is investing in innovative, high-quality companies driving positive change, while targeting strong capital appreciation for our unit-holders.
We see powerful structural tailwinds reshaping the global economy under the themes of Environment and Climate, Digitisation and Future Technology, Healthcare and Education, and Housing. These transitions guide our Investment Themes and inform our differentiated positioning to capture attractive, long-term returns while contributing meaningfully to a more sustainable and equitable future.
Our philosophy is guided by the United Nations Sustainable Development Goals and the Impact Management Project’s Classification System combined with a rigorous assessment of companies through our robust Investment Framework to identify entities with sustainable competitive advantages and strong risk-return profiles featuring positive skew.
In addition to fund management, we offer portfolio management and corporate sustainability research services, partnering with clients to integrate sustainability into their financial strategies.
Sustainable Investments Deliver Results
We see significant opportunity emerging from transformative shifts reshaping the global economy. Advances in technology and digitisation are unlocking new efficiencies and capabilities across industries, while breakthroughs in healthcare are revolutionising patient care, diagnostics, and treatment. At the same time, urgent climate and environmental challenges are driving innovations in clean energy, sustainable resources, and carbon reduction solutions. These powerful transitions create dynamic opportunities for long-term, disciplined investment that aligns financial returns with contributing to the evolving global landscape.
A Long-term View
At ELM Responsible Investments, we take pride in our commitment to investing in well-managed and responsible companies that prioritise both risk and return. We invest in innovative, high-quality companies with a long-term outlook, acting as dedicated business owners rather than short-term traders. This approach enables us to focus on sustainable value creation, balancing rigorous financial discipline with a deep understanding of evolving market dynamics to deliver strong, consistent returns for our investors.
Institutional Grade Expertise
With an institutional investments background rooted in expertise developed at JCP Investment Partners, which was a respected multi-strategy equity fund manager managing over $12B in assets with a proven track record of process and performance, ELM Responsible Investments applies a rational and disciplined approach.
Since acquiring JCP's portfolio construction, asset allocation, and valuation frameworks in 2019, we have refined these to create robust models to further understand the key value drivers, manage risk, and position portfolios for sustainable long-term growth. This rigorous foundation enables us to deliver consistent, risk-adjusted returns aligned with our sustainability commitments.