Before we go into Christmas, I wanted to put pen to paper, and reflect back on the year that was. 2018 marked some key milestones for ECP Asset Management (ECP). The most important of which, was the...

With no interest and explicit repayment schedules, Afterpay (ASX: APT) has epitomised millennial behaviour and presented a simple product that gives consumers greater control over their credit spend....

In the world of investing, ‘flight to quality’ is the action of moving capital away from riskier investments. Recent market commentary on Corporate Travel Management (‘CTD’) has convinced some...

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.