Sean Stannard-Stockton serves as President and Chief Investment Officer of Ensemble Capital Management, which he joined as a shareholder in 2004, leading to the firm's renaming from Curt Brown & Company. The firm has been building focused portfolios since 1997 and manages approximately $1.8 billion across 18 employees for 296 clients worldwide. Under his leadership, the firm became a certified B Corporation in November 2022, demonstrating commitment to high standards of transparency, social responsibility, and legal accountability. In November 2024, Ensemble Capital was acquired by Corient, with Stannard-Stockton noting the partnership represents perfect alignment of values and vision while expanding service offerings for clients.

Read More

Ensemble Capital focuses on investing in competitively advantaged businesses with durable moats, capable and shareholder-oriented management, and understandable business models that allow for reliable forecasting. The firm seeks companies with superior competitive positioning that generate real cash earnings and achieve above-average returns on invested capital while growing sustainably. They use a conviction-based scoring system rating confidence levels from 0 to 3 across their three core investment philosophy questions, with a minimum average rating of 2 required to invest. The firm typically maintains holdings for 30 to 60 months, much longer than the industry average, emphasizing long-term value creation over short-term trading.

Read More