ECP Growth Companies Fund
A high conviction, all cap Australian equity portfolio designed for alpha generation
Comparison Data
1Performance
| 1 month | 3 month | 1 year | 3 year | 5 year | Since Inception | Inception Date |
|---|---|---|---|---|---|---|
| -1.88% | 4.08% | -2.05% | 14.96% | 7.35% | 6.44% | 17 Feb 2020 |
Fees
| Management Fee | Performance Fee | Morningstar Total Cost Ratio |
|---|---|---|
| 0.9% | 0.08% | 0.98% |
The ECP Growth Companies Fund, managed by ECP Asset Management and distributed by Copia Investment Partners, is designed for investors seeking long-term capital growth through a concentrated portfolio of exceptional Australian and New Zealand companies. Established in 2012 by Dr Manny Pohl and Jared Pohl, ECP Asset Management is a boutique, staff-owned investment firm, ensuring complete alignment of interests between its investment team and clients.
The Fund invests in 10 to 30 high-quality growth businesses that demonstrate the ability to generate predictable, above-average economic returns over time. These are companies in the growth phase of their life cycle — resilient, innovative, and competitively positioned to deliver strong compounding returns.
ECP’s philosophy centres on the belief that the economics of a business drive long-term investment returns. The investment team focuses exclusively on what it calls “Quality Franchises” — businesses with durable competitive advantages, strong management, and the capacity to sustain superior returns on equity while maintaining low levels of debt.
Through comprehensive bottom-up research, ECP seeks to identify companies that combine growth, quality, and sustainability. The team’s proprietary “Pillars of a Quality Franchise” framework integrates environmental, social, and governance (ESG) factors into every stage of the investment process. ESG considerations are not treated as a separate overlay but as a core element of assessing business resilience and long-term predictability.
A disciplined approach to valuation ensures that even outstanding companies are only acquired when their share prices represent a margin of safety. This combination of fundamental analysis, valuation discipline, and active ownership forms the foundation of ECP’s approach and differentiates it within the Australian equity landscape.
Investing in the ECP Growth Companies Fund offers:
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Access to a focused portfolio of exceptional growth businesses selected through a proven research process.
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Alignment of interests, with the investment team co-invested alongside clients.
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A long-term growth focus, targeting to outperform the S&P/ASX 300 Accumulation Index by 2–4% per annum (before fees) over rolling five-year periods.
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Integration of ESG and sustainability as part of investment decision-making, enhancing the resilience and quality of portfolio companies.
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Professional portfolio management backed by more than 85 years of combined investment experience within the team.
With a five-year-plus investment horizon, the Fund is best suited to investors seeking strong capital growth potential through a concentrated, high-conviction approach to quality Australian equities.
Prior to joining ECP Andrew worked for over 13 years in equities sell-side research with both Macquarie Bank (9 years) and ABN Amro (4 years). He is experienced across regions including Australia, New Zealand, Pan Asia and most recently having lead the expansion and coordination of the Global Material and Energy products at Macquarie. Andrew is interested in all things Asian – particularly the food!
Prior to co-founding ECP, Jared was part of the Hyperion Investment team until 2012. In addition, Jared spent some time seconded to Wasatch Advisors in Salt Lake City. Prior to his time in financial services, Jared consulted on a number of IT projects. He has continued to be involved in the entrepreneurship space, regularly giving lectures to Students on Tech Investment and Entrepreneurship. Jared balances out all this left-brain activity, with Yoga, Meditation and Mindfulness.
Sam joined ECP in 2016. Prior to joining ECP, Sam spent 8 years at Bell Potter Securities on the sales desk and as a Small Caps Research Analyst. Sam covered a range of small and mid cap industrials and cyclicals. When Sam’s not crunching numbers you can find him surfing or fishing in Sydney Harbour.
Damon joined ECP in 2017 having previously held positions at Fidelity International from 2013 to 2017, covering various sectors including Property, Mining, Energy and Utilities. Prior to this he worked in equity research at various investment banks including Nomura and J.P. Morgan, covering Small Caps, Telecommunications & Media. Damon also has some secret carpentry skills that he puts to work in his down-time!
Jason joined ECP in 2012 and is responsible for identifying investment opportunities, company specific research and the firm's responsible investment efforts. Prior to joining ECP, he completed a clerkship at Ashurst, focusing on Corporate Law. He is admitted as a legal practitioner in the Supreme Court of NSW. Picking investments is like picking wine and in another life Jason would be a sommelier!
Prior to joining ECP in 2021, Justin spent seven years at First Sentier Investors across a number of investment roles, including as a member of the Emerging Companies team in Sydney and the Global Infrastructure team in London. When he's not in the office, you can usually find Justin at the movies or on the rugby field.
Annabelle joined ECP in 2022 from PM Capital where she spent eight years in the global investment team covering Consumer Staples, Consumer Discretionary, Information Technology, Health Care and Communication Services. Prior to PM Capital, Annabelle spent two years at Perpetual Investments in various roles. Annabelle has a keen sense of humour and spends most weekends chasing after her high-spirited toddler.
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Published by Copia Investment Partners Ltd
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