Events

Second Quarter 2022 Investment Update

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.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER SECOND QUARTER 2022

Watch webinar here:

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

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