At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong profitability can be protected and...

CSL has demonstrated a clear Dynamic Capability over time that has crossed both Plasma and Influenza markets. It has form in creating a sustainable competitive advantage by combining product...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins, enabling rapid speed to market. Several...

The recent dismissal of James Hardie CEO Jack Truong highlights the importance of organisational culture and the responsibility of company directors. While an unplanned exit of key executives is a...

2021 has been a very unusual year. It seems appropriate to reflect on a year that has been characterised by isolation, distance, and virtuality. While 2020 imposed this strange new world upon us,...

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...

Australia is known for its high-quality manufacturing, with homegrown emerging automotive companies driving innovative solutions to a market undergoing significant change. The shift toward electric...

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging characteristics of its business model that...

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...

Inflation, long-term bond yields and growth stocks are front of mind for many investors. We believe concerns of rising discount rates impacting present day valuations need to be weighed in...