ARCHIVES: First Quarter 2023

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

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

“You’ll hear a lot of managers say, “Hey, I bought the market in the financial crisis,” but they’re probably not […] READ ARTICLE

Below is the Q4 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information on […] READ ARTICLE

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