Jared PohlinECP InsightsValue Vs Growth FundsA conversation that is out of Style.Nov 19, 2021Nov 19, 2021
Jared PohlinECP InsightsRedefining Active InvestingCan your manager articulate where they take risk, why, and how they got paid for it?Jun 25, 20211Jun 25, 20211
Jared PohlinECP InsightsA Value Story from a Growth InvestorWhen Governance considerations lead to mispricing of securities.Mar 27, 2019Mar 27, 2019
Jared PohlinECP InsightsIngredients for (good) active managementAs champions for active investment, we felt that it was useful to talk to some of the things critical to good active investing. Of course…Oct 10, 2018Oct 10, 2018
Jared PohlinECP InsightsThe AMZN effectHow online is changing the retail landscapeOct 5, 2018Oct 5, 2018
Jared PohlinECP InsightsThe benefits of forensic due diligenceAt ECP, we pride ourselves on being authentic and committed active investors.Aug 20, 2018Aug 20, 2018
Jared PohlinECP InsightsWhat are our Values?Last week we were sitting at a lunch with our friendly sell side colleagues.Jul 20, 2018Jul 20, 2018
Jared PohlinECP InsightsWhy we haven’t invested in Ramsay Health Care (Yet)It’s not often we write to our clients on the reasons we haven’t yet invested in a company.Jul 20, 2018Jul 20, 2018
Jared PohlinECP InsightsPassive Active DebateThe passive/active debate is a hot topic right now!Jul 20, 2018Jul 20, 2018