Following up on a 2017 interview with Sean, The Motley Fool sat down for a second interview to get into more detail about his investing philosophy and how Ensemble approaches the market.

Included in this conversation are Ensemble’s thoughts on a number of holdings, including Ferrari, MasterCard, and Broadridge, and why we avoid owning “low growth” companies.

You can read the full interview transcript here.

 

As of the date of this blog post, clients invested in Ensemble Capital Management’s core equity strategy own shares Ferrari (RACE), MasterCard (MA), and Broadridge (BR). These companies 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.

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

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

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