Sean Stannard-Stockton Q&A on Investing in Crisis Mode
Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed by MOI Global, a global network of professional investors. This live event was part of MOI Global’s Investing in Crisis Mode interview series that has featured leading investment managers such as Guy Spier, Howard Marks and Tom Russo. While MOI Global events are typically exclusively available to members, they’ve generously allowed Sean’s interview to be accessible to the general public.
In the interview, Sean discusses:
- Why “this time really is different,” but why this doesn’t mean investors should abandon the first principals of their investment process.
- How Ensemble has evaluated whether we are willing to hold a given company through this crisis and why those that make it through will benefit so much on the other side.
- How we’re thinking about new long term trends investors should consider when thinking about business conditions after Coronavirus.
Click on the image below to visit the open access MOI Global page hosting the interview.
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.
Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.