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 12/31/22. The fund's latest filing disclosed 965MM in positions, representing 253% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/22. The fund's latest filing disclosed 965MM in positions, representing 253% of the manager's regulatory AUM.
ENSEMBLE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ENSEMBLE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MA | 9.3% | Tech | 1.56% | -1.36% | 0 | 32% | ||
| FRC | 7.77% | Financials | -89.81% | -6.17% | 1 | 9% | ||
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FEATURED IN
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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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
SUITE 460
BURLINGAME, California
UNITED STATES, 94010
ENSEMBLE CAPITAL Contact Information
Phone Number: 650/696-1240
Fax Number: 650/558-8373
Website: http://www.ensemblecapital.com
Fax Number: 650/558-8373
Website: http://www.ensemblecapital.com
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