ENSEMBLE CAPITAL SECOND QUARTER 2022 PORTFOLIO UPDATE WEBINAR
During our second quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif Karim and Todd Wenning discussed the current market and economic situation, as well as recent portfolio performance. There was also an extended Q&A session with the team where various topics were addressed, including interest rates, inflation, and individual holding commentary.
Below is a replay of the full webinar as well as a link to Ensemble Capital’s QUARTERLY LETTER.
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While our quarterly webinar is an unscripted, more casual discussion, we also produce a quarterly letter that covers the same topics but in written form and with more detail. You can find a copy of our second quarter letter 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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