News & Resources

Upcoming Events

Current list of our upcoming events.

Quarterly Investment & Market Update Winter 2018

Monday, January 8 2018

1:00 PM to 1:30 PM PST

Please join us for Ensemble Capital’s quarterly Investment & Market Update conference call.  Ensemble Capital’s Chief Investment Officer,  Sean Stannard-Stockton will describe current market and economic conditions as well as a selection of our portfolio companies.

Dial-in: 800-895-1549

Conference Code: Ensemble

 

Past Events

Archive of Investment & Market Updates

Quarterly Investment & Market Update Fall 2017

Thursday, October 5 2017

1:00 PM to 1:30 PM PST

Please join us for Ensemble Capital’s quarterly Investment & Market Update conference call.  Ensemble Capital’s Chief Investment Officer,  Sean Stannard-Stockton will describe current market and economic conditions as well as a selection of our portfolio companies, Apple (AAPL) and First American Financial (FAF).

Download the transcript here:

QUARTERLY INVESTMENT MARKET UPDATE FALL 2017 TRANSCRIPT

Quarterly Investment & Market Update Summer 2017

MONDAY, JULY 10 2017

1:00 PM TO 1:30 PM PST

During our Summer 2017 quarterly Investment and Market Update, Sean Stannard-Stockton, Chief Investment Officer of Ensemble Capital and Portfolio Manager of the Ensemble Fund, and Arif Karim, Senior Investment Analyst, discussed the current market and economic conditions and two of our portfolio companies, Ferrari (RACE) and The Advisory Board (ABCO).

Download the transcript here:

QUARTERLY INVESTMENT & MARKET UPDATE SUMMER 2017 TRANSCRIPT

Quarterly Investment & Market Update Spring 2017

During our Winter 2017 quarterly Investment and Market Update, Sean Stannard-Stockton, Chief Investment Officer of Ensemble Capital and Portfolio Manager of the Ensemble Fund, and Arif Karim, Senior Investment Analyst, discussed the current market and economic situation, and two of our portfolio companies, Oracle (ORCL) and L Brands (LB)

Download the transcript here:

Quarterly Investment & Market Update Spring 2017 Transcript

Quarterly Investment & Market Update Winter 2017

During our Winter 2017 quarterly Investment and Market Update, Sean Stannard-Stockton, Chief Investment Officer of Ensemble Capital and Portfolio Manager of the Ensemble Fund, and Arif Karim, Senior Investment Analyst, discussed the current market and economic situation, the presidential election, and two of our portfolio companies, Paychex (PAYX) and Distribution NOW (DNOW).

Download the transcript here:

Quarterly Investment & Market Update Winter 2017 Transcript

Quarterly Investment & Market Update Fall 2016

Wednesday, October 5 2016

1:00 PM to 1:30 PM PST

During our Fall 2016 quarterly Investment and Market Update, our president and CIO, Sean Stannard-Stockton, discussed the current market and economic, the Presidential election, and two of our portfolio companies; Netflix (NFLX) and First Republic Bank (FRC).

Download the transcript here:

Quarterly Investment & Market Update Fall 2016 Transcript

 

Quarterly Investment & Market Update Summer 2016

Tuesday, July 5 2016

1:00 PM to 1:30 PM PST

During our Summer 2016 quarterly Investment and Market Update, our president and CIO, Sean Stannard-Stockton, discussed the current market and economic conditions following the news of Great Britain leaving the E.U. (Brexit) and two of our portfolio companies; Landstar Systems (LSTR) and TransDigm (TDG).

Download the transcript here:

Quarterly Investment & Market Update Summer 2016 Transcript

Quarterly Investment & Market Update Spring 2016

Monday, April 18 2016

1:00 PM to 1:30 PM PST

During our Spring quarterly Investment and Market Update, Ludo Thomasson discussed some wealth protection strategies using personal insurance before Sean Stannard-Stockton and Arif Karim discussed the current market and economic conditions and two of our portfolio companies; Apple and MasterCard.

Download the transcript here:

Quarterly Investment & Market Update Spring 2016 Transcript

Quarterly Investment & Market Update Winter 2016

Thursday, January 14, 2016

During our first quarterly Investment and Market Update of 2016, Ludo Thomasson shared some thoughts on the importance of having an appropriate asset allocation.  Sean Stannard-Stockton discussed the current market & economic conditions and two of our portfolio companies; Schwab and PepsiCo.

Download the transcript here:

Quarterly Investment & Market Update Q1 2016 Transcript

Quarterly Investment & Market Update Fall 2015

Wednesday October 14, 2015

1:00 PM to 2:00 PM PST

During our fall quarterly Investment and Market Update, Ludo Thomasson shared some important year-end planning suggestions before Sean Stannard-Stockton discussed the current market and economic conditions and two of our portfolio companies; Sensata Technologies and Broadridge.

 

Download the transcript here:

Quarterly Investment & Market Update Q3 2015 Transcript

Quarterly Investment & Market Update Summer 2015

Wednesday July 15, 2015

During our first quarterly Investment and Market Update, our president and CIO, Sean Stannard-Stockton discussed the current market and economic conditions as well as a selection of our portfolio companies.

 

Download the transcript here:

Quarterly Investment & Market Update Q2 2015 Transcript

Listen to a replay of the conference call here:

Press Coverage

From time to time, we speak with the media about
investment and philanthropic trends. Over the years, the media has shown a particular interest in our unique philanthropic expertise.

If you are a member of the media, you may contact us by phone or email.

Phone  650-696-1240

EMAIL  media@ensemblecapital.com

Sean Stannard-Stockton: Intelligent Investing in a Changing World

October 2017

Sean Stannard-Stockton was interviewed by MOI GLOBAL and shared his views about investing and his journey to become a successful investor.

Can Apple Unlock Promise of Facial Recognition?

September 2017

Sean Stannard-Stockton was quoted in the Wall Street Journal on the future of Apple’s facial recognition.

Financial Advisor Magazine | 2017 Financial Advisor Top RIA Ranking

June 2017

Financial Advisor Magazine’s 2017 ranking of RIAs listed Ensemble Capital Management in the Top 300.

What’s Driving Apple’s Epic Valuation, in 14 Charts

June 2017

Sean Stannard-Stockton was quoted in The Wall Street Journal article on Apple’s valuation.

SEAN STANNARD-STOCKTON: LESSONS FROM WINNERS LIKE MASTERCARD AND MORE

May 2017

Sean Stannard-Stockton was interviewed in Motley Fool and shared some of his views about investing.

AdvisoryHQ News | 2017 Top Advisory Firms in San Francisco

February 2017

Ensemble Capital is listed in the 2017 top 11 Best Advisory Firms in San Francisco Bay Area by AdvisoryHQ.

APPLE SHARES HIT ALL-TIME CLOSING HIGH AS INVESTORS AWAIT NEXT IPHONE

February 2017

Sean Stannard-Stockton was quoted in the Wall Street Journal on the future of Apple.

Financial Times | AT&T looks to the vertical integration model to deliver returns

October 2016

Sean Stannard-Stockton was quoted in the Financial Times on the acquisition of Time Warner by AT&T.

The Hollywood Reporter | AT&T Buys Time Warner in Transformative Hollywood Deal for Cord-Cutting Age

October 2016

Sean Stannard-Stockton was quoted in The Hollywood Reporter article on the acquisition of Time Warner by AT&T.

The Dallas Morning News | Done deal: AT&T, Time Warner boards approve deal valued at $108.7 billion

October 2016

Sean Stannard-Stockton was quoted in The Dallas Morning News on the acquisition of Time Warner by AT&T

Lost in SF | We met Ludo Thomasson, French/American financial advisor in San Francisco

October 2016

Ludo Thomasson was featured in the Lost In SF blog and discussed his expertise and experience as a wealth manager and financial advisor in San Francisco and the Bay Area

Value Investor Insight | A Breed Apart?

September 2016

Sean Stannard-Stockton was interviewed in Value Investor Insight and shared some of his views about Sensata Technologies (ST).

Financial Advisor Magazine | 2016 Financial Advisor Top RIA Ranking

July 2016

Financial Advisor Magazine’s 2016 ranking of RIAs listed Ensemble Capital Management #324.

WealthManagement.com | Advisors Used Brexit Dip as a Buying Opportunity

June 2016

Ludo Thomasson was quoted in the WealthManagement.com article on the recent Brexit situation and how Ensemble Capital Management is managing its client portfolio during the recent market turmoil

Financial Times | Ensemble Capital Management has been named Top Registered Investment Advisors

June 2016

Ensemble Capital Management has been named to the Financial Times 300 Top Registered Investment Advisors (RIAs). The list recognizes top independent RIA firms from across the U.S.

The Manual of Ideas | Interview of Sean Stannard-Stockton

May 2016

The Manual of Ideas conducted an exclusive interview with Sean Stannard-Stockton is on Buffett-Style Investing in a Mutual Fund and Separate Account Context

AdvisoryHQ News | Top Advisory Firms in San Francisco

January 2016

Ensemble Capital is listed in the top 11 Best Advisory Firms in San Francisco Bay Area by AdvisoryHQ.

Financial Advisor Magazine | 2015 Financial Advisor Top RIA Ranking

July 2015

Financial Advisor Magazine’s 2015 ranking of RIAs listed Ensemble Capital Management #340.

SNL | Finally over $50B, First Republic grows wealth management through deal

June 2015

Sean Stannard-Stockton is quoted on Ensemble Capital’s view on First Republic’s acquisition of Constellation Wealth Advisors LLC.

MONEY MAGAZINE | 24 THINGS TO DO WITH $10,000 NOW

August 2014

Sean Stannard-Stockton is quoted on the use of donor-advised funds for charitable giving strategy.

SNL | Measured reactions to regulatory costs follow First Republic’s ‘huge surprise’

July 2014

Sean Stannard-Stockton is quoted on Ensemble Capital’s view on First Republic’s earning report and his long term view of the company.

The Safe Investor

February 2014

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our director of investments Sean Stannard-Stockton on the benefits of focusing an equity portfolio on 20-30 positions rather than owning the 100+ positions that is common in most mutual funds.

San Francisco Business Times: New wealth focus: How to give away

March 2013

A profile of how the wealth management industry is beginning to focus on philanthropic clients with Ensemble Capital’s offering featured.

Investment News: Investors Taking Shine to Stocks

January 2013
(Registration Required)

Ensemble Capital’s director of investments discusses growing investor interest in equity markets, the warning signals such interest can send and offers context on the multi-year trend in equity market flows.

Money Magazine: Make Your Charitable Giving Go Further

November 2012

Sean Stannard-Stockton is mentioned in this article about how donors can do more with their charitable giving.

San Francisco Business Times: Draper backs ‘big idea’ social entrepreneurs

October 2012

The San Francisco Business Times features venture capitalist and big donor Bill Draper on the cover of their Giving Guide and quotes Ensemble’s Sean Stannard-Stockton on Draper’s unique approach.

Philanthropy Management: Giving Well

August 2012

The wealth management section of this philanthropy industry magazine profiles Ensemble Capital’s thinking on emerging models of philanthropic planning.

Financial Times: Philanthropy: Making it Meaningful

March 2012
(Registration Required)

Ensemble Capital’s advice to donors on how to make sure their donations make a difference is profiled.

CFA Institute Newsletter: Advising Trustees: The Five Biggest Pitfalls

March 2012

In this story about choosing a trustee, Ensemble Capital is quoted on how we advise clients.

Investment News: Charitable incentives at risk

January 2012
(Registration Required)

Ensemble Capital advises donors to move this year to set up a private foundation or donor advised fund ahead of potential tax law changes.

CFA Institute Newsletter: Low-Rate Environment Favors “Jackie O” Charitable Lead Trust

November 2011

Ensemble Capital highlights the reasons why charitable lead trusts are a more attractive tool for major donors than at any time in the past.

New York Times: Pledge to Give Away Fortunes Stirs Debate

November 2010

Ensemble Capital’s Sean Stannard-Stockton, well known in the philanthropic community for his commentary on philanthropic trends, is highlighted in this New York Times article about Warren Buffett and Bill Gates’ Giving Pledge.

The Daily Telegraph: The dinner that cost Bill Gates, Warren Buffett and other celebrities billions

August 2010

Sean Stannard-Stockton is quoted explaining why the philanthropy of millionaires is more influential than the philanthropy of billionaires.

San Francisco Business Times: UC San Francisco reels in $125M donation

March 2009

In an article about Atlantic Philanthropies’ $100 million+ grant to UC San Francisco, Ensemble Capital’s view on how the gift might influence major donors is highlighted.

Wealth Manager Magazine: Charitable Leanings

December 2008

Sean Stannard-Stockton is quoted in this story about private foundations and donor advised funds.

San Francisco Business Times: Firm hands over keys to charitable financial vehicles

November 2008

A profile of Ensemble Capital Management’s services for major donors.

Financial Planning Magazine: Give and Take

September 2008
(Registration Required)

Ensemble Capital is profiled in this edition of Financial Planning Magazine’s “Practice Profile”.

Financial Times: Support upfront with back-office

March 2007

Sean Stannard-Stockton is quoted in this article about the falling costs of setting up and running a private foundation.

Share on LinkedIn0Share on Facebook0Tweet about this on TwitterShare on Google+0