capital preservation

The diversification dilemma...

At face value, identifying winners sounds like it should be at the core of all investment strategies. What is the growth outlook, does an industry have a good...

Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...

Global equity markets had another positive quarter, continuing to build on the strong recovery from the COVID-19 lows in March. A flattening of the COVID infection...

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...

There is a simple secret to building long-term wealth - earn consistent, attractive returns on capital, re-invest these returns and allow them to compound and...