Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management.
ECP is an active Australian fund manager and in this conversation we unpack:
- ECP's investment philosophy and why Jared believes in active investing
- How we can ensure we're choosing the right active managers
- ECP's stock selection process and rules for portfolio construction
- Why Jared believes in Australian growth stocks
Read the article on Afterpay Jared mentions in the conversation.
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Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free.
You can find out more about ECP's Growth Companies Fund on the ECP website.
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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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ECP Disclaimer:
Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund (Fund). A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000, by visiting ecpam.com/growth or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this audio are subject to change without notice and Copia is under no obligation to update or keep any information contained in this presentation current.
Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end-of-month mid prices and do not allow for the effects of income tax or inflation. The performance is quoted net of all fees and expenses. The indices do not incur these costs. This information is provided for general comparative purposes.
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Equity Mates Investing Podcast