Events

Third Quarter 2023 Investment Update

TUESDAY, OCTOBER 17 2023

1:30 PM TO 2:30 PM PST

During our third quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analyst Arif Karim  discussed the current market and economic conditions, and two of our holdings, Analog Devices, Inc. (ADI) and Mastercard, Inc. (MA). Please read important disclosures here.

Download our Ensemble Capital letter here:

ENSEMBLE CAPITAL LETTER THIRD 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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