Jared Pohl

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.

Jared Pohl, a partner and portfolio manager at ECP Asset Management, shares his insights on active investing and growth strategies. He emphasizes the significance of choosing the right active managers and discusses ECP's meticulous stock selection process. Pohl highlights compelling Australian growth stocks like Guzman and A2 Milk, stressing the importance of total addressable market in investment strategies. He also examines the dynamics of founder-led businesses versus professional management, revealing key traits of successful companies.