ECP Asset Management
High Growth Australian Equities
About ECP
A high conviction Australian equities portfolio that is highly concentrated, holding between 25 and 30 stocks at any time
Strategy seeks to invest in ASX-listed companies that have strong earnings growth potential, to help drive performance
Portfolio can invest across the market capitalisation spectrum, there is expected to be a higher concentration (approx. 50%) to companies listed within the top 50-100 (mid-caps)
Investment Team
Dr Manny Pohl
BSc(Eng), DBA, FAICD, FFin
Jared Pohl
MBA
Andrew Dale
CA
Sam Byrnes
CFA
Damon Callaghan
CFA
Jason Pohl
BCOM, LLB, MBA, GAICD
Fund Summary
Fund Facts
ECP Growth Companies Fund
The Fund is a high conviction Australian equities portfolio that is highly concentrated, holding between 25 and 30 stocks at any time. The Fund seeks to invest in ASX-listed companies that have strong earnings growth potential. The Fund can invest across the market capitalisation spectrum. There is expected to be a higher concentration to companies listed within the top 50-100.
Responsible Entity
Inception Date
Objective
APIR
Number of Stocks
Investment Time Frame
Minimum Initial Investment
Minimum Additional Investment
Distributions
Benchmark
Management Fee
Performance Fee
Copia Investment Partners
December 2019 (strategy commenced 2012)
Outperform index by over 2-4% p.a. over 5 years
OPS2991AU
Typically 25-30
At least 5 years
$20,000
$5,000
Six-monthly
S&P/ASX 300 Accumulation Index
0.90% p.a.
15.375% of benchmark outperformance
Assistance
If you have any questions about how to invest, please contact our friendly Client Services Team.
Copia Client Services
9am to 5pm
Victorian business days
P 1800 442 129 (free call within Australia)
P +61 3 9602 3199