TUESDAY, JULY 9 2024
1:30 PM TO 2:30 PM PST
During our second quarter 2024 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analysts Arif Karim and Eileen Segall, discussed the current market and economic conditions, and one of our holdings, Veeva Systems, Inc (VEEV). Please read important disclosures here.
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MONDAY, APRIL 8 2024
1:30 PM TO 2:30 PM PST
During our first quarter 2024 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analysts Arif Karim and Eileen Segall, discussed the current market and economic conditions, and two of our holdings, Ferrari (RACE) and IDEX Corp (IEX). Please read important disclosures here.
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TUESDAY, JANUARY 9 2024
1:30 PM TO 2:30 PM PST
During our fourth quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analysts Arif Karim and Eileen Segall, discussed the current market and economic conditions, and one of our holdings, Netflix, Inc. (NFLX). Please read important disclosures here.
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TUESDAY, OCTOBER 17 2023
1:30 PM TO 2:30 PM PST
During our third quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim discussed the current market and economic conditions, and two of our holdings, Analog Devices, Inc. (ADI) and Mastercard, Inc. (MA). Please read important disclosures here.
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TUESDAY, JULY 11 2023
1:30 PM TO 2:30 PM PST
During our second quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic conditions, and two of our holdings, Alphabet Inc. (GOOGL) and ServiceNow, Inc. (NOW). Please read important disclosures here.
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TUESDAY, APRIL 11 2023
1:30 PM TO 2:30 PM PST
During our first quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why over half our total holdings were up this quarter. Please read important disclosures here.
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MONDAY, JANUARY 9 2023
1:30 PM TO 2:30 PM PST
During our fourth quarter 2022 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic conditions, and two of our holdings, Masimo Corporation (MASI) and Paychex, Inc. (PAYX). Please read important disclosures here.
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MONDAY, OCTOBER 10 2022
1:30 PM TO 2:30 PM PST
During our third quarter 2022 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic conditions, and two of our holdings, NVR (NVR) and Charles Schwab & Co. (SCHW). Please read important disclosures here.
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MONDAY, JULY 11 2022
1:30 PM TO 2:30 PM PST
During our second quarter 2022 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic conditions, the major drivers of our year-to-date performance, and how we are managing the portfolio during the market correction. Please read important disclosures here.
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MONDAY, APRIL 11 2022
1:30 PM TO 2:30 PM PST
During our first quarter 2022 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, Alphabet Inc. – Class A (GOOGL) and Chipotle Mexican Grill, Inc. (CMG). Please read important disclosures here.
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MONDAY, JANUARY 10 2022
1:30 PM TO 2:30 PM PST
During our fourth quarter 2021 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, BlackLine, Inc. (BL) and Costco Wholesale Corporation (COST). Please read important disclosures here.
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FRIDAY, OCTOBER 8 2021
1:30 PM TO 2:30 PM PST
During our third quarter 2021 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, Booking Holdings, Inc. (BKNG) and Landstar Systems, Inc. (LSTR). Please read important disclosures here.
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Monday, July 12 2021
1:30 PM to 2:30 PM PST
During our second quarter 2021 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, Nintendo Co LTD, (NTDOY) and Illumina, Inc. (ILMN). Please read important disclosures here.
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Thursday, April 8 2021
1:30 PM to 2:30 PM PST
During our first quarter 2021 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed current market and economic situation, and two of our holdings, Fastenal Company, (FAST) and The Home Depot, Inc. (HD). Please read important disclosures here.
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Monday, January 11 2021
1:30 PM to 2:30 PM PST
During our Winter 2021 quarterly investment & market update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning discussed current market and economic situation, and two of our holdings, NVR, Inc (NVR) and Ferrari NV (RACE). Please read important disclosures here.
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Thursday, October 8 2020
1:30 PM to 2:30 PM PST
During our Fall 2020 quarterly investment & market update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning discussed current market and economic situation, and two of our holdings, Intuitive Surgical, Inc (ISRG) and Chipotle Mexican Grill, Inc. (CMG). Please read important disclosures here.
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Tuesday, July 7 2020
1:30 PM to 2:00 PM PST
During our Summer 2020 quarterly investment & market update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning discussed current market and economic situation, and two of our holdings, Masimo (MASI) and Netflix, Inc. (NFLX). Please read important disclosures here.
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Tuesday, April 7 2020
1:00 PM to 1:30 PM PST
During our Spring 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer, Arif Karim, Senior Investment Analyst and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and a number of our holdings, Netflix, Inc. (NFLX), NVR, Inc. (NVR), First Republic Bank (FRC), Ferrari NV (RACE), First American Financial Corp. (FAF), Charles Schwab Corp. (SCHW), Fastenal Co. (FAST), Chipotle Mexican Grill (CMG), Intuitive Surgical Inc. (ISRG), Blackline, Inc. (BL) and Home Depot Inc. (HD). Please read important disclosures here.
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Friday, March 20 2020
1:00 PM to 1:30 PM PST
During our conference call today, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer share our views on COVID-19 and how we are seeking to navigate this crisis. Please read important disclosures here.
Download the transcript here:
ENSEMBLE CAPITAL’S VIEWS ON COVID-19 PANDEMIC
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Thursday, January 9 2020
1:00 PM to 1:30 PM PST
During our Winter 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Arif Karim, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Paychex, Inc (PAYX) and Broadridge Financial Solutions, Inc (BR). Please read important disclosures here.
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Friday, October 4 2019
1:00 PM to 1:30 PM PST
During our Fall 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Tiffany & Co. (TIF) and Mastercard (MA). Please read important disclosures here.
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Monday, July 9 2019
1:00 PM to 1:30 PM PST
During our Summer 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Fastenal Co. (FAST) and Starbucks Corp. (SBUX). Please read important disclosures here.
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