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Redefining Active Investing
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ECP Insights
A selection of articles written by our team to give insight into how we think about the world.
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Healthcare
Sam Byrnes
in
ECP Insights
Apr 7, 2019
‘Rational’ Exuberance
Why do Australian’s pay crazy multiples for CSL?
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28
Jared Pohl
in
ECP Insights
Jul 19, 2018
Why 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.
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