ARCHIVES: Fourth Quarter 2023

Each year, Ensemble Capital hosts client day events in San Diego, LA, Seattle, and the San Francisco Bay Area. At […] READ ARTICLE

During our third quarter portfolio update, we profiled portfolio holding, Analog Devices, Inc. (ADI). Below is a replay of our […] READ ARTICLE

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

During our third quarter 2023 investment update, Ensemble Capital Management’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif […] READ ARTICLE

Each quarter, Ensemble Capital hosts a webinar to discuss the current market, economic conditions, and a few of our portfolio […] READ ARTICLE