Redefining Active Investing
ECP Asset Management
5.0from 8 ratings
- 16
- Episodes
- 8
- Ratings
- 2022
- First episode
About Redefining Active Investing
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.
- Publisher
- ECP Asset Management
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 12 Dec 2022
- Latest episode
- 18 Dec 2024
Latest episodes
16 episodes in the feed.
18 Dec 2024
Psych Test Your Investment Manager
Damon Callaghan explores the behavioral shortcomings of investors that hinder their ability to outperform long-term, offering insights for self-reflection and manager evaluation.
23 May 2024
Block - Part 3: The Convergence of Money and Commerce
Having looked backward to understand how Block grew Square into a US$150bn payments business and applied these learnings to scale Cash App into an 80 million US consumer fintech, Damon Callaghan now explores the opportunities ahead, where the connection of commerce (merchants) and money (consumers) has the potential to create significant value. Read the article (https://insights.ecpam.com/block-a-fascinating-case-study-part-three) Listen to Part 1 (https://open.spotify.com/episode/4Vn82Djh4SW02BlM96Z6R2) Listen to Part 2 (https://open.spotify.com/episode/7iY4MiYAOmBszWZbJIrHP6) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
12 Mar 2024
Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage
In this conversation, Damon Callaghan, Partner at ECP, takes us on part two of the Block journey, discussing the history and opportunity ahead for Cash App, the company's P2P payments powerhouse. Read the article (https://insights.ecpam.com/2022/10/06/block-a-fascinating-case-study-part-two) Listen to Part 1 (https://open.spotify.com/episode/4Vn82Djh4SW02BlM96Z6R2) Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
5 Feb 2024
A Journey Through America's Healthcare and Socio-Economic Landscape
In this episode, Sam Byrnes reflects on his recent trip across the U.S., covering five cities in as many days, and shares his insights on CSL and the healthcare industry at large. Read the article here (https://insights.ecpam.com/a-journey-through-americas-healthcare-and-socio-economic-landscape) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
29 Jan 2024
2023: A Year in Review with Dr Manny Pohl
In this episode, ECP co-founder and CIO, Dr Manny Pohl AM shares his thoughts on 2023, why it's important to focus on fundamentals, and the nuances of investing through paradigm shifts. Read Manny's letter here (https://insights.ecpam.com/2023-a-year-in-review) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
26 Oct 2023
Weighing Up the Impact of GLP-1's
The rise of GLP-1 agonists, a class of medications used in the treatment of diabetes and obesity, has been a hotly debated topic amongst the medical and investment fraternities. In this episode, Andrew Dale discusses the potential risks and opportunities these medications pose to the health care sector and shares his thoughts on the implications for one high quality Australian company. Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
2 Aug 2023
Conquering Confirmation Bias
In this episode, Sam Byrnes tackles confirmation bias, one of the most common behavioural biases investors must contend with when analysing investment opportunities and managing portfolios. Sam describes this phenomenon and shares some strategies investors can use to help mitigate its effects. Read the article here (https://insights.ecpam.com/conquering-confirmation-bias) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
5 Jul 2023
Gold! Gold! Gold from the Japanese River
In this episode, member of the ECP investment team Annabelle Miller discusses her recent article on the modern day gold rush occurring in the semiconductor industry as a new wave of innovation is unleashed. Annabelle explains the advances in semiconductor technology and the high degree of technical precision this introduces to the manufacturing process, and how one company is uniquely positioned to service the increasingly demanding requirements of these producers. Read the article here (https://insights.ecpam.com/gold-gold-gold-from-the-japanese-river) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn (https://au.linkedin.com/company/ecp-asset-management-pty-ltd) Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
1 Jun 2023
An Investor's Guide to Assessing Corporate Culture
In this episode, Andrew Dale, Partner at ECP, and Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs, continue their conversation on corporate culture. Andrew and Lucas explore some of the characteristics and behaviours investors should look out for when analysing a business and assessing its corporate culture. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
18 May 2023
The Power of Passion: How Customer Loyalty Drives Long-Term Value
In this episode, Damon Callaghan, Partner at ECP, sits down with Justin Warton to discuss his latest article, exploring how customer loyalty can drive long-term shareholder value. In their conversation, Justin explains why it is simply not enough to have a passionate customer base, and outlines the challenges that exist in balancing the conflict between maximising the short-term monetisation of a customer and maximising their lifetime value. Read the article here (https://insights.ecpam.com/the-power-of-passion) Learn more at ecpam.com (https://www.ecpam.com/) Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
17 Apr 2023
What Makes a Good Corporate Culture?
In this episode, Andrew Dale, Partner at ECP, is joined by Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs. Andrew and Lucas discuss what culture means and explore some of the things that investors, management and employees alike should be aware of when assessing company culture. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
11 Apr 2023
Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage
In this conversation, Damon Callaghan, Partner at ECP, describes the four phases of ascent that Block's Square Seller business successfully completed to take it from inception to a $150bn volume payments powerhouse. Read the article (https://insights.ecpam.com/2022/05/11/lifecycle-of-sustainable-competitive-advantages) Read our response to the short report (https://insights.ecpam.com/block-out-the-noise) Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
7 Feb 2023
Capital Allocation
In this conversation, Annabelle Miller, Senior Analyst at ECP, describes why she focuses on capital allocation when assessing the nature and quality of a business. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
20 Jan 2023
The Importance of a Good Corporate Culture
In his latest article, Andrew Dale, Partner and Portfolio Manager at ECP, discusses corporate culture, explaining what it is, what investors should look for when assessing it, and why it’s important. Read the article here (https://insights.ecpam.com/cultivating-culture) Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
31 Dec 2022
Dealing with the Unknown and Investing Under Uncertainty
As we reflect on an eventful year, ECP Asset Management Chairman and CIO Dr Manny Pohl describes an alternative approach to probabilistic risk management and how applying resilience-based principles can help mitigate the dormant risks lurking behind major disruptions. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
12 Dec 2022
What Is Business Resilience and Why Is It Important?
In this conversation ECP Asset Management Chairman and CIO Dr Manny Pohl discusses business resilience and why it's important for investors to understand and consider when analysing companies. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, ECP denies all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arising directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of ECP on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making an investment decision. Past performance is not a reliable indicator of future performance. This publication is prepared without taking account of any person’s objectives, financial situation or needs and is intended for general information only.
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