The Australian unit trust for ECP’s global high-conviction, long-only equities strategy.

The page argues that AI coding tools cannot replicate the structural advantages of established software companies, such as regulatory moats, proprietary data, and embedded workflows, and explains how incumbents may gain a timing advantage.

ECP Asset Management is an independent Australian fund manager focused on high-conviction growth equity, founded on the principle that a business’s underlying economics determine long-term returns.

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ECP Asset Management partner Andrew Dale has left the firm after nearly 13 years. The move follows his decision to pursue a new independent venture. No details about the new project have been disclosed.

Nov 2026Financial StandardNews article

ECP appoints Manju to its global equities team, where she will lead research and screening efforts to identify high-quality growth companies for the **ECP Global Growth Fund**. The role focuses on analyzing global markets to support fund investments.

Jul 2026AdviserVoiceNews article

Megaport integrates Latitude.sh to expand its infrastructure platform, shifting from private network circuits to broader cloud and bare-metal services. The move follows strategic leadership under CEO Michael Reid, positioning the company as a unified provider of connectivity and compute resources. This acquisition enhances Megaport’s ability to deliver hybrid cloud solutions for global enterprises.

Jun 2026ecpam.comNews article

ECPAM argues that AI coding tools cannot replicate the structural advantages of established software companies. These advantages include regulatory moats, proprietary data assets, and deep workflow integration. The analysis focuses on what incumbents retain despite AI advancements.

Mar 2026ecpam.comNews article