What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.
In this episode:
- What separates a good business from a great one.
- How to manage conviction and position size.
- Knowing when to sell, even the companies you love.
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Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/
Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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