ARCHIVES: Third Quarter 2019

“There are known knowns; there are things we know we know. We also know there are known unknowns; that is […] READ ARTICLE

Below is the Q2 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Fastenal Co (FAST) and […] READ ARTICLE

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from […] READ ARTICLE