The DNA of a great growth stock - Jared Pohl | ECP Asset Management

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Jul 31, 2025

Jared Pohl, Co-founder and Partner at ECP Asset Management, dives into the DNA of great growth companies. He reveals the critical traits that set excellent businesses apart and emphasizes the importance of managing conviction and position sizes. Pohl discusses the art of knowing when to sell, even beloved stocks, highlighting the balance between short-term momentum and long-term vision. With insights into evaluating future investments amidst uncertainty, he offers a seasoned perspective on cultivating a successful growth investing strategy.

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INSIGHT

Traits of Great Growth Companies

Great growth companies operate in big markets with lots of optionality to expand into new verticals.
They must understand and invest in their internal competitive advantages like network effects or technology edges.

ADVICE

Build Investing Skill by Experience

Develop investing skill through extensive experience, reflection, and making mistakes.
Keep a journal to evaluate the reasons behind investment successes and failures.

ADVICE

Risk Money to Build Conviction

Risk your own money and rigorously analyze the outcomes to build conviction in investing.
Reflect on reasons for being right or wrong to improve as an investor.

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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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