ARCHIVES: Second Quarter 2024

During our first quarter portfolio update, we profiled portfolio holding, Perimeter Solutions. (PRM). Below is a replay of our live […] READ ARTICLE

During our first quarter portfolio update, we profiled portfolio holding, IDEX Corp. (IEX). Below is a replay of our live […] READ ARTICLE

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

During our first quarter 2024 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim […] READ ARTICLE

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