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.

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.

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