active investing

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

The idea that higher valuations necessitate more heroic assumptions, or lower future return expectations, to justify holding a position is an investing truism. But...

It is hard to imagine that anyone would willingly entrust their savings to a failure. Indeed, few professional services will ever concede to having a guaranteed...

Melbourne Cup Day 2020 will be memorable for a few significant reasons: First, because of COVID restrictions there will be virtually no one at Flemington racecourse...

Fear Of Missing Out (FOMO). I expect you have all heard this acronym by now. It is certainly alive and kicking in the investment world. Many stocks have skyrocketed in...

A new form of capitalism is emerging. Evolution of business was always headed this way, we just didn't realise it. It was never going to be sustainable to...

Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...

Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets.In it were...

We have a saying at ECP, 'sleep well before eating well'. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our...

Explorer Sir Ranulph Fiennes is known to have said, “There is no bad weather, only inappropriate clothing.” This seems particularly apt at the moment as global...