Archive of Past Events

Past Events

Archive of Investment & Market Updates

Fourth Quarter 2023 Investment Update

TUESDAY, JANUARY 9 2024

1:30 PM TO 2:30 PM PST

During our fourth quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton and Senior Investment Analysts Arif Karim and Eileen Segall, discussed the current market and economic conditions, and one of our holdings, Netflix, Inc. (NFLX). Please read important disclosures here.

Watch webinar here:

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

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.

Watch webinar here:

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

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.

Watch webinar here:

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

First Quarter 2023 Investment Update

TUESDAY, APRIL 11 2023

1:30 PM TO 2:30 PM PST

During our first quarter 2023 investment update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why over half our total holdings were up this quarter. Please read important disclosures here.

Watch webinar here:

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

Fourth Quarter 2022 Investment Update

MONDAY, JANUARY 9 2023

1:30 PM TO 2:30 PM PST

During our fourth 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, Masimo Corporation (MASI) and Paychex, Inc. (PAYX). Please read important disclosures here.

Watch webinar here:

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

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.

Watch webinar here:

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

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.

Watch webinar here:

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

First Quarter 2022 Investment Update

MONDAY, APRIL 11 2022

1:30 PM TO 2:30 PM PST

During our first quarter 2022 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, Alphabet Inc. – Class A (GOOGL) and Chipotle Mexican Grill, Inc. (CMG). Please read important disclosures here.

 

Watch webinar here:

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

Fourth Quarter 2021 Investment Update

MONDAY, JANUARY 10 2022

1:30 PM TO 2:30 PM PST

During our fourth 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, BlackLine, Inc. (BL) and Costco Wholesale Corporation (COST). Please read important disclosures here.

Watch webinar here:

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

Third Quarter 2021 Investment Update

FRIDAY, OCTOBER 8 2021

1:30 PM TO 2:30 PM PST

During our third 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, Booking Holdings, Inc. (BKNG) and Landstar Systems, Inc. (LSTR). Please read important disclosures here.

Watch webinar here:

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

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.

Watch webinar here:

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

First Quarter 2021 Investment Update

Thursday, April 8 2021

1:30 PM to 2:30 PM PST

During our first 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, Fastenal Company, (FAST) and The Home Depot, Inc. (HD). Please read important disclosures here.

Watch webinar here:

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

Quarterly Investment & Market Update Winter 2021

Monday, January 11 2021

1:30 PM to 2:30 PM PST

During our Winter 2021 quarterly investment & market 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, NVR, Inc (NVR) and Ferrari NV (RACE). Please read important disclosures here.

Watch webinar here:

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

Quarterly Investment & Market Update Fall 2020

Thursday, October 8 2020

1:30 PM to 2:30 PM PST

During our Fall 2020 quarterly investment & market 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, Intuitive Surgical, Inc (ISRG) and Chipotle Mexican Grill, Inc. (CMG). Please read important disclosures here.

Watch webinar here:

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

Quarterly Investment & Market Update Summer 2020

Tuesday, July 7 2020

1:30 PM to 2:00 PM PST

During our Summer 2020 quarterly investment & market 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, Masimo (MASI) and Netflix, Inc. (NFLX). Please read important disclosures here.

Watch webinar here:

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

Quarterly Investment & Market Update Call Spring 2020

Tuesday, April 7 2020

1:00 PM to 1:30 PM PST

During our Spring 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer, Arif Karim, Senior Investment Analyst and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and a number of our holdings, Netflix, Inc. (NFLX), NVR, Inc. (NVR), First Republic Bank (FRC), Ferrari NV (RACE), First American Financial Corp. (FAF), Charles Schwab Corp. (SCHW), Fastenal Co. (FAST), Chipotle Mexican Grill (CMG), Intuitive Surgical Inc. (ISRG), Blackline, Inc. (BL) and Home Depot Inc. (HD). Please read important disclosures here.

Conference Call – Ensemble Capital’s Views on COVID-19 Pandemic

Friday, March 20 2020

1:00 PM to 1:30 PM PST

During our conference call today, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer share our views on COVID-19 and how we are seeking to navigate this crisis. Please read important disclosures here.

Download the transcript here:

ENSEMBLE CAPITAL’S VIEWS ON COVID-19 PANDEMIC

Listen to a replay of the conference call:

Quarterly Investment & Market Update Call Winter 2020

Thursday, January 9 2020

1:00 PM to 1:30 PM PST

During our Winter 2020 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Arif Karim, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Paychex, Inc (PAYX) and Broadridge Financial Solutions, Inc (BR). Please read important disclosures here.

Quarterly Investment & Market Update Call Fall 2019

Friday, October 4 2019

1:00 PM to 1:30 PM PST

During our Fall 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Tiffany & Co. (TIF) and Mastercard (MA). Please read important disclosures here.

Quarterly Investment & Market Update Call Summer 2019

Monday, July 9 2019

1:00 PM to 1:30 PM PST

During our Summer 2019 quarterly investment & market update, Sean Stannard-Stockton, Ensemble Capital’s Chief Investment Officer and Todd Wenning, Senior Investment Analyst discussed current market and economic situation, and two of our holdings, Fastenal Co. (FAST) and Starbucks Corp. (SBUX). Please read important disclosures here.

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