Intrinsic Investing is a publication of Ensemble Capital Management, LLC. Ensemble Capital is a registered investment advisor located in Burlingame, CA, midway between San Francisco and Silicon Valley. Since 1997, Ensemble Capital has been building focused portfolios to help clients preserve their success and enhance their future. The firm currently manages approximately $1.64 billion on behalf of private clients, charitable institutions, and a publicly traded mutual fund.
Our goal for Intrinsic Investing is for it to be one of the ways that we communicate our thinking to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts about our posts or investing in general. You can find our contact information here. A post defining “intrinsic investing” and the concept of “intrinsic value” is here. A post explaining the motivation for maintaining this blog can be found here.