Funds management is a professional financial service that involves building and managing investment portfolios on behalf of investors. At EC Pohl & Co, we are responsible for making highly informed investment decisions to help our clients achieve their long-term financial goals. As an active manager, our funds management services include:
We are a highly experienced funds management firm that has been delivering reliable investment portfolio performance for over 20 years. As such, we know that the best way to help our clients reach their financial goals is by implementing sustainable long-term investment strategies.
We take an active management approach when investing so we can build high-conviction portfolios for our clients. To help investors achieve the best returns possible, we model the performance of each individual investment over a five-year period. In doing so, we are able to guarantee a genuine long-term management style that is never influenced by fleeting trends or temporary market conditions.
Our Investment Philosophy is based on the belief that the economics of a business drive long-term investment returns. We seek to achieve above-average returns over the long term by investing in companies that are strong, sustainable, and dependable.
The portfolios we offer to our clients are constructed from sustainable, quality growth companies listed on the ASX. These companies are selected through our proprietary investment process, which filters for investment-grade companies by assessing the following metrics:
By looking at these metrics, we can ensure the companies we invest in meet or exceed our requirements for an investment-grade company. To be deemed investment-grade, the companies we assess must be:
Not only do we consider how each investment performs individually, but we also consider how they perform in relation to one another within a portfolio. This holistic approach allows us to easily identify sustainable, quality growth companies that can be used to build strong, diversified portfolios capable of delivering above-average returns.
At EC Pohl & Co, we have three investment portfolio types for our clients to choose from. Each of these portfolio types caters to different long-term investors, meaning our clients are able to select whichever option best aligns with their financial goals. Our three investment portfolio types are as follows:
We are a highly ethical, transparent, and honest team who are deeply committed to delivering sustainable, long-term growth for our clients. With over 20 years of industry experience, you can rely on us to make the most informed investment decisions for your financial future.
Dr Manny Pohl AM
Chairman and CIO
Chief Financial Officer
PA to CEO
Client Administration Manager
If you’re looking for professional funds management, look no further than EC Pohl & Co. Our dedicated team can provide you with a sustainable, attentive approach to help you grow your wealth and achieve your long-term investment goals. Contact us today to learn more about our funds management services and discover how our Gold Coast team can help to deliver sustainable performance for your financial future.
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