OUR PERFORMANCE

The proof is in the patience.

We don't lead with numbers. But conviction without evidence is just opinion. Here's what our philosophy has produced over time.
the approach

Performance is a consequence,
not a goal.

We don't chase returns. We own quality businesses and let compounding do its work.

Our performance comes from a single organising idea: the economics of a business drive long-term investment returns. 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.

The same philosophy and research engine sit behind every strategy we manage. One firm. One philosophy. One process. The numbers below are a consequence of that discipline, not a departure from it.

THE STRATEGIES

Three strategies. One conviction.

Each strategy applies our resilient investing philosophy to a different universe of companies. The research process is the same. The conviction is the same. The time horizon is the same.

Each strategy applies our resilient investing philosophy to a different universe of companies. The research process is the same. The conviction is the same. The time horizon is the same.

Strategy
Universe
Benchmark
Australian Growth Companies
Quality Australian Growth companies across the market cap spectrum.
S&P/ASX 300 Accumulation Index.
Global Growth Companies
Quality Global Growth companies across the market cap spectrum.
MSCI World Accumulation Index (AUD).
High Growth Portfolio
Listed Australian growth companies with an additional exposure to Internationally listed growth companies.
S&P/ASX 300 Accumulation Index.
performance data

IMA Strategy Performance

Performance of the EC Pohl & Co IMA strategies against their benchmarks, to 30 June 2026. Returns for periods longer than one year are annualised. Cumulative value of $1 invested at strategy inception, based on monthly returns. Hover a chart to see values by month.

Australian Growth vs ASX 300

Quality Australian Growth companies across the market cap spectrum.
Growth of $1 invested since inception.
Net of applicable fees, distributions reinvested.
Period
3 Months
1 Year
3 Years (p.a.)
5 Years (p.a.)
10 Years (p.a.)
Strategy (Net)
0.59%
-15.86%
6.81%
1.74%
Benchmark
4.14%
6.16%
10.56%
7.58%
Excess Return
-3.55%
-22.02%
-3.74%
-5.84%
Inception Date: January 1998. Benchmark: S&P/ASX 300 Accumulation Index.

High Growth vs ASX 300

Listed Australian growth companies with an additional exposure to internationally listed growth companies.
Growth of $1 invested since inception.
Net of applicable fees, distributions reinvested.
Period
3 Months
1 Year
3 Years (p.a.)
5 Years (p.a.)
10 Years (p.a.)
Strategy (Net)
0.83%
-16.52%
7.65%
2.23%
Benchmark
4.14%
6.16%
10.56%
7.58%
Excess Return
-3.31%
-22.67%
-2.91%
-5.36%
Inception Date: July 2010. Benchmark: S&P/ASX 300 Accumulation Index.

Global Growth vs MSCI World

Quality Global Growth companies across the market cap spectrum.
Growth of $1 invested since inception.
Net of applicable fees, distributions reinvested.
Period
3 Months
1 Year
3 Years (p.a.)
5 Years (p.a.)
10 Years (p.a.)
Strategy (Net)
13.64%
-20.47%
11.87%
6.96%
Benchmark
12.46%
14.78%
17.66%
13.28%
Excess Return
1.18%
-35.25%
-5.79%
-6.32%
Inception Date: February 2021. Benchmark: MSCI World Accumulation Index (AUD).
Important Information

Past performance is not a reliable indicator of future performance.

All performance figures are net of applicable management fees and costs. Performance is calculated on the basis that any distributions are reinvested. All p.a. returns are annualised.

The information provided is general information only and does not take into account your individual objectives, financial situation, or needs. Before making an investment decision, you should read the relevant Product Disclosure Statement and consider whether the investment is appropriate for you.

WHY RESILIENT INVESTING

We focus on the business,
not the share price.

Share prices move daily. The underlying business doesn't. Markets can be volatile, especially around major shocks. But we don't measure resilience by how a stock price behaves. We measure it by how the business performs.

Can it keep serving customers? Can it protect margins under pressure? Can it continue generating cash when competitors are struggling? Can it reinvest intelligently while others retrench? Can it adapt, evolve, and strengthen its competitive position through changing conditions?

These are the questions that matter. A business that can do these things will compound value over time. The share price eventually follows.

We call this resilient investing. Ownership in quality growth businesses whose operating strength allows compounding to continue through good conditions and bad.

Person holding a cup of coffee and reading a newspaper at a wooden table with an empty saucer.
OPERATING THROUGH STRESS

The businesses we own
are built to endure.

Every business faces stress. Economic downturns. Supply chain disruptions. Competitive threats. Technological shifts. Regulatory change. The question is not whether stress arrives, but how the business responds.

We seek companies with the capacity to absorb shocks, learn from them, and emerge stronger. Businesses with strong balance sheets that don't need to raise capital at the worst possible moment. Recurring revenues that provide stability when discretionary spending falls. Management teams that allocate capital with discipline, not panic. Business models that can fund their own reinvestment through cycles.

This operating resilience is what shapes long-term wealth. Not the share price on any given day. Not the quarterly earnings surprise. The fundamental capacity of a quality enterprise to keep doing what it does, year after year, regardless of what markets are doing.

the quiet proof

We've never been one to talk about numbers. But as they say, the proof is in the pudding. Here's ours.

25+
Years of Patience
$3Bn
Under Management
120+
Families
1st Quartile
Since Inception
IMPORTANT INFORMATION

Performance Disclosures.

Past performance is not a reliable indicator of future performance.

All performance figures are net of applicable management fees and costs. Performance is calculated on the basis that any distributions are reinvested. All p.a. returns are annualised.

The information provided is general information only and does not take into account your individual objectives, financial situation, or needs. Before making an investment decision, you should read the relevant Product Disclosure Statement and consider whether the investment is appropriate for you.

Performance data as at 30 June 2026. Updated yearly.

Returns may differ for investors who enter or exit at different times. The above performance reflects portfolios managed directly by EC Pohl & Co and ECP Asset Management. Individual investor returns may vary based on timing, fees, and structure.