Todd Wenning, CFA Joins Ensemble Capital Management

18 December 2017 | by Sean Stannard-Stockton, CFA

I’m excited to announce that Todd Wenning, CFA has joined Ensemble Capital as a senior investment analyst. Todd is an accomplished equity analyst and investment writer. He is the author of the book Keeping Your Dividend Edge and wrote a chapter about analyzing company management for the book Why Moats Matter (a favorite book of the Ensemble Capital team). He has been published or quoted in the Financial Times, Barron’s, Financial Analysts Journal and numerous other media outlets. We’ve known Todd since his time at Morningstar where he wrote a popular monthly column about under the radar, small cap companies with well defined moats.

With 14 years of investment industry experience, Todd has spent the last decade as an analyst at The Motley Fool, Morningstar and Johnson Investment Counsel developing and refining an investment philosophy centered on identifying competitively advantaged companies. While the investment industry is full of smart equity analysts, we’ve found that most of them are focused on identifying cheap stocks (value investors) or companies with hot products (growth investors) and not many share our competitive advantaged-based framework.

In addition to writing for mainstream media outlets, Todd is a popular presence in the online investing community, with his strong following on Twitter and his well read blog. He’ll be writing a post here soon describing why he’s excited to join us and outlining the strong alignment between his investment philosophy and ours. You can get a sneak peak of how he thinks from this investment philosophy diagram he posted to Twitter a few months ago that quickly went viral with well over a thousand likes and over 300 followers retweeting his post.

Todd will be working with us to cover our existing portfolio and to identify new companies for investment. He’ll be writing regularly here at Intrinsic Investing and joining our quarterly conference call from time to time as well.

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