ENSEMBLE CAPITAL Overview

Ensemble Capital Management Llc is an investment advisor that manages 381.1 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 382MM in positions, representing 100% of the manager's regulatory AUM.

ENSEMBLE CAPITAL StockAlpha

+0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ENSEMBLE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MA 7.11% Tech 2.79% 0.07% 0 25%
BR 6.99% Tech -2.99% -0.32% 0 9%
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FEATURED IN
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ENSEMBLE CAPITAL Founders and Key Employees

Name Title In Position Since
Curtis H. Brown Member, Portfolio Manager August-1997
Sean P. Stannard-Stockton Managing Member, Portfolio Manager, Chief Compliance Officer January-2004
Matthew E. Pearson Member, Director Of Operations January-2011
Ludovic P. Thomasson Member, Director Of Wealth Management June-2014

ENSEMBLE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ENSEMBLE CAPITAL Investment Strategy

Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, RISK

METHODS OF ANALYSIS

Ensemble Capital’s portfolio managers employ fundamental, sentiment and technical methodologies in their securities analyses. They rely both on qualitative and quantitative research techniques to choose the most promising equity investments for our clients. The Firm relies on leading industry research to inform the Firm’s investment strategy and utilize a variety of financial and economic sources to study various asset classes including third party academic and brokerage research materials, the financial media, corporate rating services, and corporate annual reports, press releases, prospectuses and regulatory filings. We then gather additional information through our network of industry and company contacts. Finally, we observe disciplined risk management and sell criteria in the construction and management of client portfolios.


INVESTMENT STRATEGY

Ensemble’s i...
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ENSEMBLE CAPITAL Portfolio Concentration

ENSEMBLE CAPITAL Location

1350 BAYSHORE HIGHWAY
SUITE 460
BURLINGAME, California
UNITED STATES, 94010

ENSEMBLE CAPITAL Contact Information

Phone Number: 650/696-1240
Fax Number: 650/558-8373
Website:

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