Events

Second Quarter 2023 Investment Update

TUESDAY, JULY 11 2023

1:30 PM TO 2:30 PM PST

During our second quarter 2023 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, and two of our holdings, Alphabet Inc. (GOOGL) and ServiceNow, Inc. (NOW). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER SECOND QUARTER 2023

Watch webinar here:

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

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