Redefining Active Investing

In this episode, Andrew Dale, Partner at ECP, is joined by Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs. Andrew and Lucas discuss what culture means and explore some of the things that investors, management and employees alike should be aware of when assessing company culture.

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.

In this conversation, Damon Callaghan, Partner at ECP, describes the four phases of ascent that Block's Square Seller business successfully completed to take it from inception to a $150bn volume payments powerhouse.

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Read our response to the short report 

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.

In this conversation, Annabelle Miller, Senior Analyst at ECP, describes why she focuses on capital allocation when assessing the nature and quality of a business.

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.

In his latest article, Andrew Dale, Partner and Portfolio Manager at ECP, discusses corporate culture, explaining what it is, what investors should look for when assessing it, and why it’s important.

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.

As we reflect on an eventful year, ECP Asset Management Chairman and CIO Dr Manny Pohl describes an alternative approach to probabilistic risk management and how applying resilience-based principles can help mitigate the dormant risks lurking behind major disruptions.

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.

In this conversation ECP Asset Management Chairman and CIO Dr Manny Pohl discusses business resilience and why it's important for investors to understand and consider when analysing companies.  

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This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.