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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