A selection of articles written by our team to give insight into how we think about the world
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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...
Domino’s (ASX: DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in court. The materiality of the...
Afterpay’s competitive differentiation underpins a sustainable business model that we expect will continue to drive its market share growth in the US. Visa’s recent announcement will not impact...
Challenger Limited (ASX: CGF) is a quality franchise, but one that is not without risk. At ECP we are constantly revisiting previous investment ideas as the modern business environment is constantly...
