Events

Second Quarter 2021 Investment Update

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.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER SECOND 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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