What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.

In this episode:

What separates a good business from a great one.
How to manage conviction and position size.
Knowing when to sell, even the companies you love.

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Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/

Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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The DNA of a great growth stock - Jared Pohl | ECP Asset Management

Equity Mates Investing Podcast

The DNA of a great growth stock - Jared Pohl | ECP Asset Management