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.

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.