Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Ensemble Fund returned -18.6%, while the benchmark S&P 500 was down 19.6%.
In the said letter, Ensemble Capital highlighted a few stocks and First American Financial Corp (NYSE:FAF) is one of them. First American operates as an insurance company. Year-to-date, FAF stock lost 21.5% and on May...
