ECP Asset Management

Alert when they publish Pro

Comments104

Companies26

Positions opened2

Positions exited2

Last published6 Jul 2026

Companies discussed, last 12 months

23 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

CTDCorporate Travel ManagementReduced IELIdp EducationHeld RMDResmedHeld JDOJudo CapitalHeld MP1MegaportHeld

18 more companiesEvery company ECP Asset Management has discussed in the past year.

View Pro

Commentary

DateManagerCompanyActionSummary

6 Jul 2026ECP Asset Management CTDReducedECP Asset Management reduced its exposure to Corporate Travel Management, writing down the valuation of its position in May, noting that most other shareholders had already largely given up on their holdings months earlier as the company's troubles deepened.

Article

The source document link is a Pro feature

31 May 2026ECP Asset Management IELHeldECP Asset Management continues to hold IDP Education following underperformance in May driven by continued weak visa data. ECP notes the data points to a more prolonged period of subdued trading conditions in FY27 across both the Australian and UK markets. In response, ECP observes that IDP will continue to implement cost reductions into FY27 to protect margins and right-size the business to the current operating environment.

Monthly Report, price recorded $2.37

The source document link is a Pro feature

102 more commentsEvery comment this manager has published, with sources.

Upgrade to Pro

About ECP Asset Management

Growth Focused, All-Cap

ECP Asset Management is a Sydney-based, high-conviction quality-growth Australian and global equities fund manager founded in 2012 by Manny Pohl and Jared Pohl, with the founders' investment approach tracing back to a similar strategy at a previous firm dating to 1996. ECP's core philosophy holds that the underlying economics of a business, rather than macro forecasting, drive long-term investment returns, and the firm builds concentrated, benchmark-unaware portfolios of typically 12-40 quality companies with predictable, above-average economic returns. Its offerings span the ECP Growth Companies Fund (Australian all-cap equities), ECP Global Growth Fund (international equities, including notable holdings such as Wise, Adyen and Games Workshop), and a small/mid-cap listed investment company, ECP Emerging Growth Limited. ECP has expanded internationally with a Dublin-domiciled UCITS version of its global strategy targeting UK, European and Middle Eastern wealth clients, and integrates ESG considerations into its investment process.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…