News

NEWS | INVESTOR COMMUNICATIONS

FRIDAY, APRIL 7 2017

1:00 PM TO 1:30 PM PST

During our Spring 2017 quarterly Investment and Market Update, Sean Stannard-Stockton, Chief Investment Officer of Ensemble Capital and Portfolio Manager of the Ensemble Fund, and Arif Karim, Senior Investment Analyst, discussed the current market and economic situation and two of our portfolio companies, L Brands (LB) and Oracle (ORCL).

Download the transcript here:

Quarterly Investment & Market Update Spring 2017 Transcript