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)
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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