Value Investor Insight is one of a small number of publications dedicated to profiling top performing investors that our team reads regularly as a way to learn from our peers. The interviews focus on the subject’s overall investment approach through the lens of company specific analysis. So we were thrilled to recently be approached by the publication to profile Ensemble Capital.

In the interview, our investment team discusses:

• Why businesses with competitive advantages that protect high returns on invested capital generate persistent outperformance in the stock market, despite most investors recognizing them as high quality companies.
• The types of setups that lead to opportunities to buy these companies at a discount.
• How we are incorporating the current economic boom into our investment thinking.
• And we profile our investments in Home Depot, NVR, Masimo, Netflix, and more.

Click on the image below to download the full 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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