ENSEMBLE CAPITAL FIRST QUARTER 2023 WEBINAR REPLAY
During our first quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton addressed our long-time holding in First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. The performance of other portfolio holdings was also discussed. The webinar concluded with a live Q&A session with the team.
Below is a replay of the full webinar as well as a link to Ensemble Capital’s QUARTERLY LETTER.
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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