Talk Your Book: Investing in Quality Growth

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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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Charts: 

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