ARCHIVES: First Quarter 2023

“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

Yesterday, Ensemble CIO Sean Stannard-Stockton appeared on CNBC to discuss our market outlook, thoughts about Fed policy and some of […] READ ARTICLE

“A man got to have a code.” – Omar Little, The Wire Many quality-focused investors say that integrity is a […] READ ARTICLE