A selection of articles written by our team to give insight into how we think about the world
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Last month, I was sitting in a hotel lobby (actually the bar) in Amsterdam after attending the International Plasma Protein Conference. I started talking with a fellow attendee who is a Patient...
The telecommunications industry has (largely) enjoyed growth through consolidation and cost-cutting initiatives. Telcos missed the last opportunity when the over-the-top (OTT) players reaped the...
Before we go into Christmas, I wanted to put pen to paper, and reflect back on the year that was. 2018 marked some key milestones for ECP Asset Management (ECP). The most important of which, was the...
With no interest and explicit repayment schedules, Afterpay (ASX: APT) has epitomised millennial behaviour and presented a simple product that gives consumers greater control over their credit spend....
In the world of investing, ‘flight to quality’ is the action of moving capital away from riskier investments. Recent market commentary on Corporate Travel Management (‘CTD’) has convinced some...
Over the last little while, and in particular the last few months, Amazon and its pending entry into the Australian market has been a hot topic of discussion.
It’s not often we write to our clients on the reasons we haven’t yet invested in a company. However, in the case of Ramsay Health Care (Ramsay), we felt it would be prudent to explain our thinking on...
