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Thursday, March 28, 2024

Talk Your Book: Investing in Quality Growth

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

Listen here:

Charts: 

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Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

Top image by Dariusz Sankowski from Pixabay 

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