FOCUSED INVESTING IN STRONG BUSINESSES

Ensemble Fund offers a focused portfolio of durable
companies with deep competitive advantages.

THE FUND

We are long term investors using a common-sense approach
to discover intrinsically valuable companies.

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NEWS | Investor Communication & Media Coverage
10 February 2020

INTRINSIC VALUE ASSESSMENT OF MASTERCARD

Sean Stannard-Stockton was interviewed on The Investor’s Podcast Network.

11 January 2020

Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google

Sean Stannard-Stockton presented his in-depth investment thesis on Booking Holdings (US: BKNG) at Best Ideas 2020.

07 January 2020

Disney Plus is ‘not a substitute’ for Netflix

Sean Stannard-Stockton was interviewed on CNBC.