Ensemble Capital Profile in Value Investor Insight
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.
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.