Emerging Manager Monthly covers asset management industry trends and profiles so called “emerging managers” or boutique investment firms. In this month’s issue, the publication profiles Ensemble Capital and discusses such topics as:

• Ensemble’s contention that the concept of a “technology stock” no longer makes sense in a world where almost all well run companies are aggressively leveraging technology.
• Their long-term track record of investing in competitively advantaged businesses.
• The way in which Ensemble embraced remote work three years prior to COVID, and why they think investment firms that insist on their entire team returning to fulltime in-office work are going to find themselves at a deep competitive disadvantage when trying to attract top talent.

From the article:

“I think there are CIOs out there who have been doing this for a long time that are going to say, we want everyone back in the office. What they’re really saying is they themselves are not prepared to operate in a digital world – which is understandable, it’s hard – but this is a challenge that’s going to have to be surmounted because I don’t think you’re going to be able to hire equity analysts and say “I need you to commute for an hour and sit in this desk next to me be­cause I don’t know how to instant message.”

You can read the full article here.

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