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.


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The information contained in this post represents Ensemble Capital Management’s general opinions and should not be construed as personalized or individualized investment, financial, tax, legal, or other advice. No advisor/client relationship is created by your access of this site. Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. If a security discussed in this blog entry is owned by an employee, principal and/or client of Ensemble Capital you will find a disclosure regarding the security held above. Should an employee, principal and/or client of Ensemble Capital subsequently purchase or sell any position in a security discussed in this blog entry, we will not update the above disclosure nor revise any archived blog entry after the date it is originally posted. If reviewing this blog entry after its original post date, please refer to our current 13F filing or contact us for a current or past copy of such filing. Each quarter we file a 13F report of holdings, which discloses all of our reportable client holdings. Ensemble Capital is a discretionary investment manager and does not make “recommendations” of securities. Nothing contained within this post (including any content we link to or other 3rd party content) constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instrument.