Active equity specialist ECP Asset Management writes that it is eyeing European wealth markets in Switzerland and the Nordics, as well as the Middle East to complement its UK and Ireland push as it continues its overseas expansion, with the regionally domiciled global growth strategy outperforming both its benchmark and peer group in its second year since inception.
Having identified strategic opportunities in Swiss and Nordic wealth markets, the Sydney-founded firm consolidated its overseas push with the launch of new EUR, GBP, USD and CHF share classes for its Dublin-domiciled ECP Global Growth Fund (UCITS ICAV) in December 2024.
Founded by Dr Manny Pohl and Jared Pohl in 2012, the GBP1.5 billion AUM asset manager writes that it has already established itself as a leading active growth manager in Australia. In March 2023, the firm launched the fund as it sought to make its active global equity strategy available to institutional and wealth management clients across UK and Europe and hired former UBS and Aberdeen distribution veteran Ryan Rajkumar in October 2024 to lead regional distribution plans.
The firm writes that a concentrated, high-active share portfolio of quality franchises with a long runway of growth and top-tier management teams at the helm with ‘skin in the game’ that align with the firms’ interests, the ECP Global Growth Fund’s holdings include Wise, Adyen, Games Workshop, Block and Interactive Brokers. Following its launch on 21 March 2023 to 28 February 2025, the portfolio has now delivered a return of 24.4% versus 17.6% by the MSCI World Index in the 24 months since inception.
Dr Manny Pohl, Founder and Executive Chairman at ECP Asset Management, says: “The strong performance of the global portfolio is testament to the investment team’s strategic clarity that the economics of a business drive long-term investment returns. This discipline has helped us navigate themes like the rise of AI and new political realities which have been testing global markets and demonstrates the scalability of ECP’s approach as we consolidate our offering in the UK and EMEA.”
Ryan Rajkumar, Principal, Distribution, EMEA at ECP Asset Management, says: “Despite a challenging environment for many active managers, the global growth strategy continues to outperform as we build ECP’s offering for professional clients in the region. In addition to the UK and Ireland, we see a particularly strong opportunity in the Swiss, Nordic and Middle Eastern wealth markets for high-conviction, idiosyncratic global equity exposure, with our strategy offering a truly differentiated mix of companies with a focus on mid cap opportunities across the global universe.”
