Ensemble Capital Management, an investment management company, released its second-quarter 2024 investor letter. In the first half of 2024, the strategy increased 8.02% compared to the S&P 500’s 15.29% return. Although the average stock in the S&P 500 has only increased by 5.07% so far this year, the S&P 500 was remarkably up over 15%. In addition, please check the fund’s top five holdings to know its best picks in 2024.
A copy of Ensemble Capital Management’s Q2 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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