Veeva Systems: During our second quarter portfolio update, we profiled portfolio holding, Veeva Systems Inc. (VEEV). Below is a replay […] READ ARTICLE

During our second 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, and a few of our portfolio […] READ ARTICLE