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 April 2018

Investors Want More Transparency About YouTube’s Sales, Profits

Sean Stannard-Stockton was interviewed for The Wall Street Journal’s article on YouTube and Google.

31 March 2018

Spring 2018 Quarterly Letter

A Quarterly Letter to Shareholders to review the fund’s first quarter 2018 performance and highlight a couple portfolio companies.

19 January 2018

Apple’s Big Cash Winners: Shareholders

Arif Karim was quoted in the Wall Street Journal on the large amount of cash on Apple’s balance sheet.