A selection of articles written by our team to give insight into how we think about the world
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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...
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...
Identifying and understanding the key drivers of risk and return is a crucial skill for any long-term active investor. Traditionally these items were defined purely in economic terms (revenue,...
Networks are one of the most powerful competitive advantages a business can possess. Strong network effects make it difficult for businesses to be replicated, enabling long-term pricing power....
The recent pandemic has swiftly exposed structural vulnerabilities across the world. In Australia, housing is a fundamental component of household wealth, with the housing market being central to our...
While we are not qualified to assess the humanitarian impact of the virus, nor can we say how long the whole situation will last, we thank the medical and scientific community for their efforts in...
At the end of 2018, I was given the honour of presenting the Bond University 2018 Valedictorian address. Below is an (edited) version of my speech which highlighted three points for the graduates’...
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...
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...
