Ensemble Capital First Quarter 2023 Webinar Replay
Update: 2023-04-19
Description
Chief Investment Officer Sean Stannard-Stockton addresses First Republic Bank (FRC) and the broader impact of the banking crisis on the economy and financial markets. He also outlines our outlook for our strategy over the balance of 2023 and into 2024 and the economic drivers of why many of our holdings were up this quarter.
Please read important disclosure at www.ensemblecapital.com/holdings.
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