Talk Your Book: Investing in Quality Growth
Courtesy of The Irrelevant Investor
Today’s Talk Your Book is brought to you by Jensen Investment Management.
We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.
On today’s show, we discuss:
- Jensens quality thesis
- What Return on Equity is
- Sector dynamics within the quality factor
- Discounted cash flow assumptions
- How to react when the facts change
- Forward-looking funds vs backward-looking ETFs
- Who can invest with Jensen
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Top image by Dariusz Sankowski from Pixabay
