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The research engines behind everything we do.
One global firm. One philosophy.
ECP Asset Management and Sanford DeLand Asset Management is where our investment philosophy becomes a disciplined, repeatable process.
The economics of a business drive long-term returns.
This is our single, organising belief. Everything else flows from it.
Not sentiment. Not momentum. Not narratives or themes or what's popular this quarter. The fundamental capacity of a quality enterprise to generate cash, compound capital, and endure.
We seek quality franchises in the growth phase of their life cycle. Businesses with sustainable competitive advantages, strong reinvestment opportunities, and the ability to earn returns on capital well above their cost of capital over many years.
Markets focus on price. We focus on the operating business. The share price follows.
How we identify businesses worth owning.
Every company is assessed through our Quality Franchise Framework six pillars covering business model, industry structure, competitive advantage, sustainability, management quality, and financial strength.
We don't rely on screens. We do the work.
Fundamental research. No shortcuts.
This framework is applied through deep, bottom-up research long-form company work, management engagement, and ongoing thesis testing. We don't rely on screens or shortcuts. We do the work.
How we build portfolios.
Our portfolios reflect our conviction:
The result is portfolios that look nothing like the market, built for long-term wealth creation rather than short-term relative performance.
Built in, not bolted on.
Businesses that damage their environment, people, or communities are not sustainable and not good investments. Sustainability is a core pillar of our research, not a separate filter.
We engage actively with boards on strategy, capital allocation, and long-term value. We vote all proxies.PRI signatory since 2017. RIAA Responsible Investment Leader 2023, 2024.
A team-first culture.
The Asset Management businesses are built on the belief that no one has a monopoly on knowledge.
The investment team includes experienced portfolio managers and analysts with deep expertise. For EC Pohl & Co Private Wealth clients, this is the same team and process that sit behind their portfolios one philosophy, one research engine.
Who invests with ECP
and SDL.
The strategies are designed for investors who share the time horizon and conviction:
Across all channels, investors access the same philosophy, process, and research engine.
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