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January 6, 2025

Happy New Investment Year 2025

On behalf of the entire ECP team, I’d like to wish you a happy and prosperous 2025, filled with good health and success in all your personal, financial, and professional endeavors.

Looking ahead, many market observers believe 2025 will mirror the past year, with ongoing outperformance by U.S. equities—particularly in technology. At ECP, however, we value keeping an open mind and questioning popular sentiment, especially when the majority of market participants seem aligned in one direction.

That’s why we’ll continue seeking opportunities across different regions in businesses that demonstrate strong cash generation and trade at what we believe are justifiable valuations. We’re confident that sticking to this approach will once again drive our returns in 2025.

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