A selection of articles written by our team to give insight into how we think about the world
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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...
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...
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.
