Talk Your Book: High Quality Growth Stocks
Courtesy of The Irrelevant Investor
Today’s Animal Spirits is brought to you by Jensen Investment Management.
We had Allen Bond, Portfolio Manager and Head of Research at Jensen Investment Management on the show to talk about investing using the quality factor.
On today’s show we discuss:
- How Jensen defines quality as a factor
- How to avoid low-quality businesses
- Thoughts on today’s environment
- How Jensen values a business using a discounted cash flow model
- What businesses are showing pricing power
Listen here:
Links:
- Jensen investment strategy
- Jensen Quality Growth
- Jensen Quality Value
- Jensen Global Quality Growth
- Jensen insights
- Jensen vehicles and performance
- Get in touch with Jensen
Charts:
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