Events

Third Quarter 2022 Investment Update

MONDAY, OCTOBER 10 2022

1:30 PM TO 2:30 PM PST

During our third 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, and two of our holdings, NVR (NVR) and Charles Schwab & Co. (SCHW). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER THIRD 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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