Update on the Ensemble Fund (ENSBX)

7 February 2017 | by Sean Stannard-Stockton, CFA

Most of the posts here at Intrinsic Investing focus on the portfolio holdings of Ensemble Capital and our investment philosophy. But with 2016 representing the first full calendar year for the Ensemble Fund, our publicly available mutual fund, we want to take the time to share an update on our performance. The press release below discusses the fund’s performance and our view on active investing during a time when investors are shifting towards passive funds.

You can learn more about the Ensemble Fund HERE, track our performance each month HERE and see the full holdings HERE.

If you’re unable to view the embedded image below, please click HERE to view the press release.


While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

The information contained in this post represents Ensemble Capital Management’s general opinions and should not be construed as personalized or individualized investment advice. No advisor/client relationship is created by your access of information on this site. Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire initial investment. If a security is mentioned in this post, you will find a disclosure regarding any position Ensemble Capital currently has in the security. Ensemble Capital is a discretionary investment manager and does not make “recommendations” of securities. Each quarter we file a 13F, which discloses all of our holdings. Please contact us if you would like a current or past copy of our 13F filing.