ARCHIVES: Third Quarter 2020

In early July, Ensemble Capital analyst Todd Wenning presented our thesis on Masimo at MOI Global’s Wide-Moat Investing Summit 2020. […] READ ARTICLE

Ensemble Capital’s CIO Sean Stannard-Stockton was interviewed recently by the CFA Institute. The interviewer, Lauren Foster, was Sean’s editor at […] READ ARTICLE

We recently hosted our quarterly client webinar. You can watch the reply HERE and read a full transcript HERE. Below […] READ ARTICLE

We recently hosted our quarterly client webinar. You can watch the reply HERE and read a full transcript HERE. Below […] READ ARTICLE

Below is the Q2 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE