ARCHIVES: Fourth Quarter 2022

In the years prior to COVID, Ensemble Capital hosted annual client day events in LA, Seattle, and the San Francisco […] READ ARTICLE

Investing Matters is a podcast hosted by investor Peter Higgins, published in association with London South East, a leading stock […] READ ARTICLE

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

Below is the Q3 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information […] READ ARTICLE

 During our third quarter portfolio update webinar, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and senior investment analysts Arif […] READ ARTICLE