Redefining Active Investing

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

Redefining Active Investing is a business podcast hosted by ECP Asset Management, with 16 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

ECP Asset Management hosts Redefining Active Investing, a business show with 16 episodes published.

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  Redefining Active Investing

  Psych Test Your Investment Manager

  Dec 17, 202418 minS0

  <p>In financial markets, a peculiar paradox exists - inefficiency abounds, yet most active managers fail to outperform long-term. What behavioural short-comings of investors cause this?</p><p>Join Damon Callaghan in this episode as he offers a range of possibilities as to why this is and questions for investors to ask of themselves and their investment managers to separate the skilled from the rest.</p><p></p><p>Read the article</p><p></p><p>Learn more at ecpam.com</p><p></p><p>Follow us on LinkedIn</p><p></p><p>Subscribe for more insights</p><p></p><...

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  Redefining Active Investing

  Block - Part 3: The Convergence of Money and Commerce

  May 22, 20249 minS0

  <p>Having looked backward to understand how Block grew Square into a US$150bn payments business and applied these learnings to scale Cash App into an 80 million US consumer fintech, Damon Callaghan now explores the opportunities ahead, where the connection of commerce (merchants) and money (consumers) has the potential to create significant value.</p><p></p><p>Read the article</p><p></p><p>Listen to Part 1</p><p></p><p>Listen to Part 2</p><p></p><p>Learn more at ecpam.com</p><p></p><p>Follow us on LinkedIn</p><p></p><p>Subscribe for more insights</p><...

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  Redefining Active Investing

  Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage

  Mar 12, 202411 minS0

  <p>In this conversation, Damon Callaghan, Partner at ECP, takes us on part two of the Block journey, discussing the history and opportunity ahead for Cash App, the company's P2P payments powerhouse.</p> <p>Read the article </p> <p>Listen to Part 1</p> <p>Learn more at ecpam.com</p> <p>Follow us on LinkedIn</p> <p>Subscribe for more insights</p> <p>This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, h...

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  Redefining Active Investing

  A Journey Through America's Healthcare and Socio-Economic Landscape

  Feb 5, 20248 minS0

  <p>In this episode, Sam Byrnes reflects on his recent trip across the U.S., covering five cities in as many days, and shares his insights on CSL and the healthcare industry at large.</p> <p>Read the article here</p> <p>Learn more at ecpam.com</p> <p>Follow us on LinkedIn</p> <p>Subscribe for more insights</p> <p>This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, r...

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  Redefining Active Investing

  2023: A Year in Review with Dr Manny Pohl

  Jan 28, 202410 minS0

  In this episode, ECP co-founder and CIO, Dr Manny Pohl AM shares his thoughts on 2023, why it's important to focus on fundamentals, and the nuances of investing through paradigm shifts. <p >Read Manny's letter here</p> <p >Learn more at ecpam.com</p> <p >Follow us on LinkedIn</p> <p >Subscribe for more insights</p> <p >This publication is intended for professional, wholesale investors and is not suitable for retail clients. ECP Asset Management Pty Ltd (ECP), ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704), believe the information contained in this communication is reliable, however, its accuracy, reliability or completeness is not gu...

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