At EC Pohl, we understand that all successful investments start with thorough research and disciplined portfolio management. Our Philosophy is simple: Invest in the companies today that will serve us tomorrow. How do we do that? Through a solid, tried and tested investment process. Let us tell you how it works.
As a devoted asset management company, we know that if an investment opportunity sounds too good to be true, it probably is. Rather than investing in fleeting trends and chasing short-term returns, we focus on strong, ASX-listed businesses that can provide long-term gains for our clients.
What is our investment management process? Allow us to go through it for you.
At this stage, our attention is directed towards evaluating broad macroeconomic themes. We hone in on observable trends, carefully examining each potential investment for its:
We assess companies from the inside out, looking for vulnerabilities that might affect our investment. Taking a holistic approach, we analyse these vulnerabilities to determine if they can be mitigated or if we should invest funds elsewhere.
Before making any investment, we make sure it’s a robust one. We consider company resilience, evaluating how it may perform in the face of economic fluctuations. Moreover, we’ll look at the business as a whole, including its company structure and ESG commitments. We ensure that any investment we make is one for the long term.
When looking to make a new investment, we consider whether the company can yield consistent, steady returns for investors. An investment is deemed reliable if it has a proven track record of providing investors with anticipated returns while navigating market fluctuations with minimal risk. Weighing up a company’s reliability ensures a degree of stability and predictability in financial outcomes.
EC Pohl & Co. uses its expertise to forecast an investment’s future performance. This involves making educated guesses on how these assets will fare over time based on various factors, including economic indicators, market trends, financial data, and geopolitical events.
Firstly, we’ll assess an investment’s potential. By examining its past performance and forecasting the future, we’ll determine whether the investment has the stamina for prosperous endurance. Additionally, our team will consider how the investment has fared thus far to ascertain whether the outlook matches our growth expectations.
This criterion involves examining the likelihood of an investment multiplying in value. Our team assesses an investment’s profitability by translating future earnings into their present value. Comparing its current value with its future potential earnings allows us to measure its effectiveness and determine if the investment is worthwhile.
We don’t make investments we don’t believe in. As such, we assure our portfolio only consists of assets that resonate with our overarching investment ethos. In order to do that, we consider companies’ sustainability efforts, examining their adherence to environmental, social, and governance (ESG) standards.
From change management, business restructures, market trends, and industry best practices, we understand that investments fluctuate over time. In order to ensure that our portfolio represents our core values and continues to strive for long-term gains, we adopt an active portfolio management framework.
This meticulous approach to portfolio management is governed by the ‘Six Pillars’ technique. It examines:
Our investment process at EC Pohl & Co. is not just a set of steps; it’s a comprehensive blueprint for transforming thoughtfully selected opportunities into tangible wealth for our clients. At the heart of our asset management lies a dedication to considered research, meticulous management, and an unwavering focus on investing for the future. It’s this combination that guides us in identifying prime opportunities that offer the greatest potential for investors.
If you’re ready to invest with an asset management firm that puts your family’s capital first, reach out to us at EC Pohl. Our team has over two decades of experience and stands ready to make the most informed investment decisions for your future.
Insights Dr Manny Pohl: An Investment Expert With Over 30 Years of Experience Dr Emmanuel (Manny) Pohl is an Australian businessman, investment manager, and philanthropist.
Insights The Year 2023 in Review As we reflect on the past year, the investment climate has been marked by significant events and trends shaping
Insights Your Comprehensive Guide to Ethical Investing Australia is home to a growing number of investors, with almost 10 million Aussies putting their money towards
EC Pohl & Co is a funds management firm, selecting quality companies and building high-conviction long-term investment portfolios for sophisticated investors.
Select your desired option below to share a direct link to this page. Your friends or family will thank you later.
