“You do not need to know precisely what is happening, or exactly where it is all going. What you need […] READ ARTICLE

During our 3rd quarter portfolio update, we profiled our portfolio company Chipotle Mexican Grill (CMG). Below is a replay of […] READ ARTICLE

During our 3rd quarter portfolio update, we profiled our portfolio company Intuitive Surgical (ISRG). Below is a replay of our […] READ ARTICLE

During our third quarter 2020 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE

Below is the Q3 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE