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Redefining Active Investing
ECP Asset Management
16 episodes
8 months ago
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.
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Investing
Business
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All content for Redefining Active Investing is the property of ECP Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.
Show more...
Investing
Business
Episodes (16/16)
Redefining Active Investing
Psych Test Your Investment Manager
10 months ago
18 minutes

Redefining Active Investing
Block - Part 3: The Convergence of Money and Commerce
1 year ago
8 minutes 43 seconds

Redefining Active Investing
Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage
1 year ago
11 minutes 10 seconds

Redefining Active Investing
A Journey Through America's Healthcare and Socio-Economic Landscape
1 year ago
7 minutes 51 seconds

Redefining Active Investing
2023: A Year in Review with Dr Manny Pohl
1 year ago
9 minutes 53 seconds

Redefining Active Investing
Weighing Up the Impact of GLP-1's
2 years ago
11 minutes 56 seconds

Redefining Active Investing
Conquering Confirmation Bias
2 years ago
9 minutes 47 seconds

Redefining Active Investing
Gold! Gold! Gold from the Japanese River
2 years ago
6 minutes 33 seconds

Redefining Active Investing
An Investor's Guide to Assessing Corporate Culture
2 years ago
7 minutes 32 seconds

Redefining Active Investing
The Power of Passion: How Customer Loyalty Drives Long-Term Value
In this episode, Damon Callaghan, Partner at ECP, sits down with Justin Warton to discuss his latest article, exploring how customer loyalty can drive long-term shareholder value. In their conversation, Justin explains why it is simply not enough to have a passionate customer base, and outlines the challenges that exist in balancing the conflict between maximising the short-term monetisation of a customer and maximising their lifetime value.
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2 years ago
8 minutes 57 seconds

Redefining Active Investing
What Makes a Good Corporate Culture?
In this episode, Andrew Dale, Partner at ECP, is joined by Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs. Andrew and Lucas discuss what culture means and explore some of the things that investors, management and employees alike should be aware of when assessing company culture.
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2 years ago
10 minutes 21 seconds

Redefining Active Investing
Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage
In this conversation, Damon Callaghan, Partner at ECP, describes the four phases of ascent that Block's Square Seller business successfully completed to take it from inception to a $150bn volume payments powerhouse.
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2 years ago
9 minutes 20 seconds

Redefining Active Investing
Capital Allocation
In this conversation, Annabelle Miller, Senior Analyst at ECP, describes why she focuses on capital allocation when assessing the nature and quality of a business.
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2 years ago
3 minutes 50 seconds

Redefining Active Investing
The Importance of a Good Corporate Culture
In his latest article, Andrew Dale, Partner and Portfolio Manager at ECP, discusses corporate culture, explaining what it is, what investors should look for when assessing it, and why it’s important.
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2 years ago
9 minutes 31 seconds

Redefining Active Investing
Dealing with the Unknown and Investing Under Uncertainty
As we reflect on an eventful year, ECP Asset Management Chairman and CIO Dr Manny Pohl describes an alternative approach to probabilistic risk management and how applying resilience-based principles can help mitigate the dormant risks lurking behind major disruptions.
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2 years ago
4 minutes 48 seconds

Redefining Active Investing
What Is Business Resilience and Why Is It Important?
Ever wondered what electrical engineering and investing have in common?
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2 years ago
5 minutes 38 seconds

Redefining Active Investing
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.