ARCHIVES: Third Quarter 2021

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

Over a long enough timeline, every quality company faces a reckoning. According to Bloomberg data, only two of our current […] READ ARTICLE

For the second time in recent years, Ensemble Capital has been named to Financial Advisor Magazine’s list of Top 50 […] READ ARTICLE

In recent years, the field of what was once called socially responsible investing has evolved into ESG analysis, or the […] READ ARTICLE

During our second quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE