--- title: Our Insights | Portfolio (4) description: Portfolio | A selection of articles written by our team to give insight into how we think about the world (4) --- - About: - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Team](https://www.ecpam.com/team) - [Sustainability](https://www.ecpam.com/sustainability) - [Insights](https://insights.ecpam.com/) - Invest: - Australian Equities - [ECP Growth Companies Fund](https://www.ecpam.com/growth) - [ECP Emerging Growth Limited](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - Invest: - [Unlisted](https://www.ecpam.com/growth) - [Listed](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) ## ECP Insights A selection of articles written by our team to give insight into how we think about the world [subscribe](https://share.hsforms.com/1VGopDBb-SBq8Eapqpff46Qbludr) ![image description](https://insights.ecpam.com/hubfs/img5.png) ## Articles - [LATEST](https://insights.ecpam.com) - [Portfolio](https://insights.ecpam.com/tag/portfolio) - [Philosophy](https://insights.ecpam.com/tag/philosophy) - [Process](https://insights.ecpam.com/tag/process) - [Sustainability](https://insights.ecpam.com/tag/sustainability) - [Blog](https://insights.ecpam.com/tag/blog) Posts about # Portfolio (4) [![Top-Down Impacts Bottom-Up](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-17.svg)](https://insights.ecpam.com/2019/09/25/top-down-impacts-bottom-up) ## [Top-Down Impacts Bottom-Up](https://insights.ecpam.com/2019/09/25/top-down-impacts-bottom-up) Sep 26, 2019 7 minute read 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... Read full [article](https://insights.ecpam.com/2019/09/25/top-down-impacts-bottom-up) [![Cheesus Chrust!](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16.svg)](https://insights.ecpam.com/2019/07/15/cheesus-chrust) ## [Cheesus Chrust!](https://insights.ecpam.com/2019/07/15/cheesus-chrust) Jul 16, 2019 9 minute read 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... Read full [article](https://insights.ecpam.com/2019/07/15/cheesus-chrust) [![Afterpay  —  is Visa a Risk?](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-09-1.svg)](https://insights.ecpam.com/2019/07/01/afterpay-is-visa-a-risk) ## [Afterpay  —  is Visa a Risk?](https://insights.ecpam.com/2019/07/01/afterpay-is-visa-a-risk) Jul 02, 2019 7 minute read 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... Read full [article](https://insights.ecpam.com/2019/07/01/afterpay-is-visa-a-risk) [![Challenger — a quality franchise but not without risk](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-17.svg)](https://insights.ecpam.com/2019/05/06/challenger-a-quality-franchise-but-not-without-risk) ## [Challenger — a quality franchise but not without risk](https://insights.ecpam.com/2019/05/06/challenger-a-quality-franchise-but-not-without-risk) May 07, 2019 5 minute read 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... Read full [article](https://insights.ecpam.com/2019/05/06/challenger-a-quality-franchise-but-not-without-risk) [![‘Rational’ Exuberance](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-14.svg)](https://insights.ecpam.com/2019/04/08/rational-exuberance) ## [‘Rational’ Exuberance](https://insights.ecpam.com/2019/04/08/rational-exuberance) Apr 09, 2019 8 minute read 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... Read full [article](https://insights.ecpam.com/2019/04/08/rational-exuberance) [![Who Will Become Australia’s №1 Telco?](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-23.svg)](https://insights.ecpam.com/2018/12/11/who-will-become-australias-1-telco) ## [Who Will Become Australia’s №1 Telco?](https://insights.ecpam.com/2018/12/11/who-will-become-australias-1-telco) Dec 12, 2018 14 minute read 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... Read full [article](https://insights.ecpam.com/2018/12/11/who-will-become-australias-1-telco) [![2018 in Review](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-05.svg)](https://insights.ecpam.com/2018/12/10/2018-in-review) ## [2018 in Review](https://insights.ecpam.com/2018/12/10/2018-in-review) Dec 11, 2018 6 minute read 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... Read full [article](https://insights.ecpam.com/2018/12/10/2018-in-review) [![What Regulation Would Mean For Afterpay in Australia](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/2018/11/15/what-regulation-would-mean-for-afterpay-in-australia) ## [What Regulation Would Mean For Afterpay in Australia](https://insights.ecpam.com/2018/11/15/what-regulation-would-mean-for-afterpay-in-australia) Nov 16, 2018 7 minute read 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.... Read full [article](https://insights.ecpam.com/2018/11/15/what-regulation-would-mean-for-afterpay-in-australia) [![Flight to Quality](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-02.svg)](https://insights.ecpam.com/2018/11/01/flight-to-quality) ## [Flight to Quality](https://insights.ecpam.com/2018/11/01/flight-to-quality) Nov 02, 2018 9 minute read 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... Read full [article](https://insights.ecpam.com/2018/11/01/flight-to-quality) [![The AMZN Effect](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-30-1.svg)](https://insights.ecpam.com/2018/10/05/the-amzn-effect) ## [The AMZN Effect](https://insights.ecpam.com/2018/10/05/the-amzn-effect) Oct 06, 2018 3 minute read 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. Read full [article](https://insights.ecpam.com/2018/10/05/the-amzn-effect) [See more articles+](https://insights.ecpam.com/tag/portfolio/page/5) ## Featured Articles [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16-2.svg)](https://insights.ecpam.com/long-live-software-part-ii) ## [Long Live Software: Part II](https://insights.ecpam.com/long-live-software-part-ii) Read full [article](https://insights.ecpam.com/long-live-software-part-ii) Feb 18, 2026 5 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-19-2.svg)](https://insights.ecpam.com/long-live-software-part-i) ## [Long Live Software: Part I](https://insights.ecpam.com/long-live-software-part-i) Read full [article](https://insights.ecpam.com/long-live-software-part-i) Feb 17, 2026 4 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-12.svg)](https://insights.ecpam.com/psych-test-your-investment-manager) ## [Psych Test Your Investment Manager](https://insights.ecpam.com/psych-test-your-investment-manager) Read full [article](https://insights.ecpam.com/psych-test-your-investment-manager) Jul 18, 2024 9 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/artificial-intelligence) ## [Real returns from Artificial Intelligence](https://insights.ecpam.com/artificial-intelligence) Read full [article](https://insights.ecpam.com/artificial-intelligence) Nov 23, 2023 3 min read ##### Find out more - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - [Invest: Listed | Unlisted](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Disclaimer](https://www.ecpam.com/disclaimer) - [Privacy](https://www.ecpam.com/privacy) ##### ECP Office Level 4, The Pavilion 388 George Street Sydney NSW 2000 T [+61 2 8651 6800](tel:+61%202%208651%206800) ##### Please note The information provided for you by ECP ASSET MANAGEMENT PTY LTD, ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704). 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