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Andrew Dale
Partner at ECP Asset Management and investment professional, offering expertise on bank performance, portfolio positioning, and sector-specific recommendations.
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Dec 4, 2025
• 9min
Q+A: Bank stocks have changed. Here's what it means for investors.
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Andrew Dale, a partner at ECP Asset Management, shares insights on the evolving landscape of bank stocks in Australia. He explains why investors favor banks and the recent divergence in their performance since the Hayne Royal Commission. Andrew contrasts the strengths and weaknesses of the big four banks, and discusses strategies for choosing bank exposures based on individual investment objectives. He emphasizes the importance of quality in investment choices moving forward and evaluates the prospects of regional lenders, highlighting their unique challenges.
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