Case Study

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Investment Management Case Study

Michael oversees a significant base of assets on behalf of his extended family. He makes asset allocation and long-term planning decisions himself and places his family’s capital with various investment managers that demonstrate superior results within their area of focus.

Michael hired Ensemble Capital to manage his allocation to U.S. equities. Ensemble’s approach to equity management allows us to participate across the typical value vs. growth categories and regardless of whether small, medium or large capitalization stocks offer the best investment opportunities. Michael’s interest is in achieving the strongest possible long-term investment returns while minimizing risk. Ensemble Capital’s approach of building a focused portfolio of superior companies trading at reasonable valuations was a good fit for Michael’s long-term approach to investing.

Michael appreciated the fact that, unlike a mutual fund or the large majority of separate account investment managers who offer only a small set of “model portfolios,” his portfolio with Ensemble was custom built for him. This meant that we were able to reduce his portfolio’s exposure to energy stocks to offset some significant energy holdings that Michael’s family held elsewhere. We also enabled Michael to harvest significant capital gains in his portfolio with us to match against losses realized in another portfolio.

Importantly, working with Ensemble for his U.S. equity allocation meant that Michael had direct access to the portfolio manager working on his account. Speaking with his various portfolio managers is an important aspect of how Michael gathers the information he needs to set his overall asset allocation and make investment decisions.

In addition to providing quarterly statements and performance reports, Ensemble meets with Michael regularly in person and by phone to discuss the portfolio and the general state of financial markets. We also provide on-demand reporting to the accounting firm that handles Michael’s complex financial holdings.

In order to protect the privacy of our clients, case studies appearing on this website are fictionalized but represent typical client engagements.

Case Study

Michael oversees a significant base of assets on behalf of his extended family. He makes asset allocation and long-term planning decisions himself and places his family’s capital with various investment managers that demonstrate superior results within their area of focus.