Earlier this month I had the pleasure of doing a presentation on our investment thesis for Sensata Technologies at MOI Global’s Best Ideas 2019 conference. The full presentation is below. You can also learn more about Sensata from our blog post on the company as well as the profile Barron’s did on our investment in the company in October.

As of the date of the post, clients invested in Ensemble Capital Management’s core equity strategy own shares of Sensata Technologies (ST). This company represent only a percentage of the full strategy. As a result of client-specific circumstances, individual clients may hold positions that are not part of Ensemble Capital’s core equity strategy. Ensemble is a fully discretionary advisor and may exit a portfolio position at any time without notice, in its own discretion.

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