Sean Stannard-Stockton Interview with CFA Institute
Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed recently by the CFA Institute. The interviewer, Lauren Foster, was Sean’s editor at the Financial Times when he wrote a monthly column for the paper from 2007 to 2009. In the interview, Sean discusses:
- The history of Ensemble Capital and the firm’s long time focus on working with philanthropic clients.
- Why we think “this time is different” despite those being the four most dangerous words in investing.
- How we think about conviction, both in our portfolio holdings as well as the conviction that our clients have in our strategy, and why conviction plays such a larger role in both strategy returns as well as the returns actually earned by clients.
(Click here to watch video if you’re reading this in an email)
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