--- title: Our Insights | Philosophy description: Philosophy | A selection of articles written by our team to give insight into how we think about the world --- - About: - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Team](https://www.ecpam.com/team) - [Sustainability](https://www.ecpam.com/sustainability) - [Insights](https://insights.ecpam.com/) - Invest: - Australian Equities - [ECP Growth Companies Fund](https://www.ecpam.com/growth) - [ECP Emerging Growth Limited](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - Invest: - [Unlisted](https://www.ecpam.com/growth) - [Listed](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) ## ECP Insights A selection of articles written by our team to give insight into how we think about the world [subscribe](https://share.hsforms.com/1VGopDBb-SBq8Eapqpff46Qbludr) ![image description](https://insights.ecpam.com/hubfs/img5.png) ## Articles - [LATEST](https://insights.ecpam.com) - [Portfolio](https://insights.ecpam.com/tag/portfolio) - [Philosophy](https://insights.ecpam.com/tag/philosophy) - [Process](https://insights.ecpam.com/tag/process) - [Sustainability](https://insights.ecpam.com/tag/sustainability) - [Blog](https://insights.ecpam.com/tag/blog) Posts about # Philosophy [![Long Live Software: Part III](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-24.svg)](https://insights.ecpam.com/long-live-software-part-iii) ## [Long Live Software: Part III](https://insights.ecpam.com/long-live-software-part-iii) Mar 16, 2026 6 minute read In Parts One and Two, we argued that the market's indiscriminate repricing of software companies was wrong — that structural moats built on regulatory depth, proprietary data, and workflow... Read full [article](https://insights.ecpam.com/long-live-software-part-iii) [![Long Live Software: Part II](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16-2.svg)](https://insights.ecpam.com/long-live-software-part-ii) ## [Long Live Software: Part II](https://insights.ecpam.com/long-live-software-part-ii) Feb 18, 2026 5 minute read In Part One, we argued that the market's indiscriminate repricing of software companies fails to distinguish between increasingly commoditised and competitively durable companies. WiseTech Global... Read full [article](https://insights.ecpam.com/long-live-software-part-ii) [![Long Live Software: Part I](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-19-2.svg)](https://insights.ecpam.com/long-live-software-part-i) ## [Long Live Software: Part I](https://insights.ecpam.com/long-live-software-part-i) Feb 17, 2026 4 minute read As AI tools like Claude Code and Openclaw made headlines in early 2026, a cascading fear gripped software investors globally. The fear was simple: if AI can write code, then software moats are dead,... Read full [article](https://insights.ecpam.com/long-live-software-part-i) [![Aussie Accounting Shenanigans](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16.svg)](https://insights.ecpam.com/aussie-accounting-shenanigans) ## [Aussie Accounting Shenanigans](https://insights.ecpam.com/aussie-accounting-shenanigans) Oct 22, 2024 5 minute read The year was 2021. Investors were swept up in the euphoria of roaring stock prices and tech-fueled optimism. Behind the scenes, one ASX tech company was generously massaging its revenue numbers to... Read full [article](https://insights.ecpam.com/aussie-accounting-shenanigans) [![Psych Test Your Investment Manager](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-12.svg)](https://insights.ecpam.com/psych-test-your-investment-manager) ## [Psych Test Your Investment Manager](https://insights.ecpam.com/psych-test-your-investment-manager) Jul 18, 2024 9 minute read 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? And what should... Read full [article](https://insights.ecpam.com/psych-test-your-investment-manager) [![The Importance of Quality](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-01.png)](https://insights.ecpam.com/the-importance-of-quality) ## [The Importance of Quality](https://insights.ecpam.com/the-importance-of-quality) Feb 13, 2024 5 minute read Investing over the long-term requires a nuanced understanding of what distinguishes a merely good business from a truly great one. The essence of making astute investment decisions often boils down... Read full [article](https://insights.ecpam.com/the-importance-of-quality) [![Real returns from Artificial Intelligence](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/artificial-intelligence) ## [Real returns from Artificial Intelligence](https://insights.ecpam.com/artificial-intelligence) Nov 23, 2023 3 minute read With artificial intelligence (AI) set to be a revolutionary technology over the coming decade, commentators are expecting widespread disruption. We think the future is, however, more nuanced. While... Read full [article](https://insights.ecpam.com/artificial-intelligence) [![Quality Investing: Not Just A Wallflower](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-22-1.svg)](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) ## [Quality Investing: Not Just A Wallflower](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) Nov 13, 2023 7 minute read For years, the investment community has been caught in a seemingly endless debate between two schools of thought: growth versus value. While investors, portfolio managers, and market analysts have... Read full [article](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) [![Cultivating Culture](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-31.png)](https://insights.ecpam.com/cultivating-culture) ## [Cultivating Culture](https://insights.ecpam.com/cultivating-culture) Jan 20, 2023 7 minute read Culture is how an organisation thinks, acts, and interacts. A good corporate culture drives superior business performance - it motivates and retains the most talented employees who ensure sustained... Read full [article](https://insights.ecpam.com/cultivating-culture) [![Dealing with the Unknown](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-15.svg)](https://insights.ecpam.com/dealing-with-the-unknown) ## [Dealing with the Unknown](https://insights.ecpam.com/dealing-with-the-unknown) Dec 25, 2022 9 minute read Decisions made by central banks around the world have drastically impacted equity markets. Globally, many asset owners would never have predicted the extent of the rise in interest rates, with many... Read full [article](https://insights.ecpam.com/dealing-with-the-unknown) [See more articles+](https://insights.ecpam.com/tag/philosophy/page/2) ## Featured Articles [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16-2.svg)](https://insights.ecpam.com/long-live-software-part-ii) ## [Long Live Software: Part II](https://insights.ecpam.com/long-live-software-part-ii) Read full [article](https://insights.ecpam.com/long-live-software-part-ii) Feb 18, 2026 5 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-19-2.svg)](https://insights.ecpam.com/long-live-software-part-i) ## [Long Live Software: Part I](https://insights.ecpam.com/long-live-software-part-i) Read full [article](https://insights.ecpam.com/long-live-software-part-i) Feb 17, 2026 4 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-12.svg)](https://insights.ecpam.com/psych-test-your-investment-manager) ## [Psych Test Your Investment Manager](https://insights.ecpam.com/psych-test-your-investment-manager) Read full [article](https://insights.ecpam.com/psych-test-your-investment-manager) Jul 18, 2024 9 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/artificial-intelligence) ## [Real returns from Artificial Intelligence](https://insights.ecpam.com/artificial-intelligence) Read full [article](https://insights.ecpam.com/artificial-intelligence) Nov 23, 2023 3 min read ##### Find out more - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - [Invest: Listed | Unlisted](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Disclaimer](https://www.ecpam.com/disclaimer) - [Privacy](https://www.ecpam.com/privacy) ##### ECP Office Level 4, The Pavilion 388 George Street Sydney NSW 2000 T [+61 2 8651 6800](tel:+61%202%208651%206800) ##### Please note The information provided for you by ECP ASSET MANAGEMENT PTY LTD, ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704). 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