Why this fundie is bullish on Lovisa despite recession fears
ECP Asset Management’s Jared Pohl shares his thoughts on the future of IDP Education after this week’s sell-off and why GQG is the most undervalued stock in the fund.
Jared Pohl is portfolio manager of Sydney-based ECP Asset Management’s growth companies fund. The firm oversees $2.5 billion.
A fifth of your fund is invested in consumer discretionary companies, what’s your view on the sector given falling consumer confidence?
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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
