Talk Your Book: Investing in High-Quality Growth Stocks

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Today’s Talk Your Book is presented by Jensen Investment Management:

We spoke with Eric Schoenstein, CIO and Portfolio Manager of Jensen Investment Management about investing in high-quality growth stocks.

We discuss:

  • The difference between a good story and good performance in active management
  • The resiliency of high-quality businesses
  • The factors involved in defining quality stocks
  • How quality stocks handled the Corona crash
  • How to prepare for times of underperformance
  • Why should quality companies earn excess returns?
  • How disruption impacts quality companies
  • Balancing growth and valuation
  • How quality companies hedge against inflation
  • How valuations change over time
  • What discount rates matter to investors today?
  • Is ESG now a quality factor?

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