Events

First Quarter 2021 Investment Update

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.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER FIRST QUARTER 2021

Watch webinar here:

For a full list of holdings and additional disclosure information related to these videos, please click here.

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