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Everything from ECP Asset Management

The mid-cap ‘diamonds’ sourced for growth

From ECP Asset Management

For the past five years, global equities have been dominated by a small group of companies who have led the market rally. For many investors it has been easy to

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24 Mar 2025

Sandi Orleow joins ECP Asset Management board

From ECP Asset Management

Sandi Orleow has joined the board of ECP Asset Management, effective 1 March 2025. She joins Angela Obree as the second non-executive director of the company. Ms Orleow has over

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04 Mar 2025

AI benefits ASX listed technology companies, including Hub24 and Netwealth

From ECP Asset Management

Artificial intelligence (AI) is boosting the efficiency of several Australian technology companies including HUB24 and Netwealth, which are utilising new technology to boost their operating efficiency and improve customer experience,

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27 May 2024

Why you should invest in companies that know their niches

From ECP Asset Management

In a world of heightened uncertainty, investors can find great value in businesses that identify and focus on niche markets, according to Jason Pohl, partner at ECP Asset Management. “Focusing

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07 Feb 2024

Investing in the next big thing in AI

From ECP Asset Management

Artificial intelligence (AI) chatbots, like ChatGPT and Bard, are the beginning of the next wave of computing. But investors should consider opportunities along the supply chain in order to make

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17 Jan 2024

Quality fundamentals key to withstanding looming recession

From ECP Asset Management

High quality companies with strong fundamentals are better positioned to withstand short-term volatility in the market and a potential recession, according to portfolio manager and ESG head at ECP Asset Management

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07 Dec 2023

Playing the long game

From ECP Asset Management

In Australia and around the globe, companies face escalating costs, high inflation, tight labour markets, and dwindling consumer demand. The spectre of a recession looms as well. But the companies

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28 Nov 2023

Finding the antidote to black swan events

From ECP Asset Management

Black swan events are low in predictability but high in impact. Crucially, it’s not the share price performance that is the focus of business during these events, rather the performance

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31 Jan 2023

More appointments at ECP as expansion of investment team continues

From ECP Asset Management

ECP Asset Management has appointed Annabelle Miller as principal to its investment team. Miller will be based in Sydney and will report to chairman and chief investment officer, Dr. Manny

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10 Oct 2022

A unique opportunity in an uncertain macro-environment

From ECP Asset Management

The past few decades were a golden era for most traditional asset classes. Interest rates steadily declined, and economies expanded paving the way for globalisation and technology innovation. Fiscal and

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06 Oct 2022

Earn CPD Points

CPD: Risk and retirement
Australians retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on [...]
CPD: Buy and hold forever
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CPD: Super tax facts
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CPD: Free cash flow works
The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in [...]
CPD: Retirement Income Strategies
It has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see [...]