Redefining Active Investing

ECP Asset Management
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Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.

  1. 12/18/2024

    Psych Test Your Investment Manager

    In financial markets, a peculiar paradox exists - inefficiency abounds, yet most active managers fail to outperform long-term. What behavioural short-comings of investors cause this? Join Damon Callaghan in this episode as he offers a range of possibilities as to why this is and questions for investors to ask of themselves and their investment managers to separate the skilled from the rest. Read the article Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    18 min

  2. 05/23/2024

    Block - Part 3: The Convergence of Money and Commerce

    Having looked backward to understand how Block grew Square into a US$150bn payments business and applied these learnings to scale Cash App into an 80 million US consumer fintech, Damon Callaghan now explores the opportunities ahead, where the connection of commerce (merchants) and money (consumers) has the potential to create significant value. Read the article Listen to Part 1 Listen to Part 2 Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    9 min

  3. 03/12/2024

    Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage

    In this conversation, Damon Callaghan, Partner at ECP, takes us on part two of the Block journey, discussing the history and opportunity ahead for Cash App, the company's P2P payments powerhouse. Read the article  Listen to Part 1 Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    11 min

  4. 02/05/2024

    A Journey Through America's Healthcare and Socio-Economic Landscape

    In this episode, Sam Byrnes reflects on his recent trip across the U.S., covering five cities in as many days, and shares his insights on CSL and the healthcare industry at large. Read the article here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    8 min

  5. 01/29/2024

    2023: A Year in Review with Dr Manny Pohl

    In this episode, ECP co-founder and CIO, Dr Manny Pohl AM shares his thoughts on 2023, why it's important to focus on fundamentals, and the nuances of investing through paradigm shifts. Read Manny's letter here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    10 min

  6. 10/26/2023

    Weighing Up the Impact of GLP-1's

    The rise of GLP-1 agonists, a class of medications used in the treatment of diabetes and obesity, has been a hotly debated topic amongst the medical and investment fraternities. In this episode, Andrew Dale discusses the potential risks and opportunities these medications pose to the health care sector and shares his thoughts on the implications for one high quality Australian company. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    12 min

  7. 08/02/2023

    Conquering Confirmation Bias

    In this episode, Sam Byrnes tackles confirmation bias, one of the most common behavioural biases investors must contend with when analysing investment opportunities and managing portfolios. Sam describes this phenomenon and shares some strategies investors can use to help mitigate its effects. Read the article here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    10 min

  8. 07/05/2023

    Gold! Gold! Gold from the Japanese River

    In this episode, member of the ECP investment team Annabelle Miller discusses her recent article on the modern day gold rush occurring in the semiconductor industry as a new wave of innovation is unleashed. Annabelle explains the advances in semiconductor technology and the high degree of technical precision this introduces to the manufacturing process, and how one company is uniquely positioned to service the increasingly demanding requirements of these producers. Read the article here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights 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.

    7 min
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About

Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.

Information

  • Creator
    ECP Asset Management
  • Years Active
    2023 - 2024
  • Episodes
    16
  • Rating
    Clean