Portfolio (2)

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...

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...

I cannot quite believe its December. Heading into Christmas and reflecting on the year that was, it can be confidently said, it was one like no other! This year we saw our world turn upside down with...

At ECP, we continually assess the quality and the sustainability of our investments to evaluate the strength of their competitive advantage through time. Xero is a notable portfolio company which...

We have a saying at ECP, ‘sleep well before eating well’. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our portfolio companies have...

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and expensive solutions by incumbents...

As we wind down, we reflect on the past year which has seen a particularly turbulent one for geopolitics. Despite this, it has been an incredible year for our business and our investment portfolios....

Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the industry with real-time bank feeds, the single source of truth general ledger and...

TPG Telecom (ASX: TPM) remains a polarising investment. Ongoing uncertainty regarding its future with Vodafone plagues investment performance, and the changing market dynamics have impacted our...