In December, Ensemble Capital’s CIO, Sean Stannard-Stockton, appeared at the ValueWalk Contrarian Investor Virtual Conference to discuss their investment in […] READ ARTICLE

Yesterday afternoon, Ensemble Capital’s chief investment officer Sean Stannard-Stockton appeared on CNBC’s Squawk Box Asia to discuss Google’s blow out […] READ ARTICLE

Below is the Q4 2020 quarterly letter for the ENSEMBLE FUND (ENSBX). You can find historical Investor Communications HERE and information on how […] READ ARTICLE

During our fourth quarter portfolio update, we profiled portfolio holding NVR (NVR). Below is a replay of our live commentary […] READ ARTICLE

During our fourth quarter portfolio update, we profiled portfolio holding Ferrari (RACE). Below is a replay of our live commentary […] READ ARTICLE