The debate between allocating to a Value or a Growth fund is one that we come across all the time. Usually asset allocators are concerned that, at different points in the cycle, allocating to a...

An active product that can demonstrate a structural or repeatable element to its performance is indicative of skilled investment decisions, while one that cannot is merely indicative of good luck. In...

Catapult Group International Limited (‘Catapult’) is the world’s leading provider of player analytics solutions. The business provides elite sports teams access to a technology stack that improves...

As champions for active investment, we felt that it was useful to talk to some of the things critical to good active investing. Of course the definition is wide, and active managers can generate...

Over the last little while, and in particular the last few months, Amazon and its pending entry into the Australian market has been a hot topic of discussion.

At ECP, we pride ourselves on being authentic and committed active investors. An important feature of our approach — which underpins this claim — is the lengthy, deep and broad research we apply to...

Last week we were sitting at a lunch with our friendly sell side colleagues. Invariably, the topic of conversation moved away from the quality of the Miso Soup to reporting Season, to our...

It’s not often we write to our clients on the reasons we haven’t yet invested in a company. However, in the case of Ramsay Health Care (Ramsay), we felt it would be prudent to explain our thinking on...

While the focus of the industry has been on returns generated, and fees paid, we feel the more pressing issue which needs to be addressed, is skill.