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Ask a Portfolio Manager

Hosted by Richard Clark

Episode 2

How Can Competitive Advantages Help Companies Manage Through Times of Uncertainty?

Many stocks were down big in 2022—and market watchers expect more of the same in 2023, at least at the start. As this turbulent environment continues, Jensen’s investment team maintains discipline despite the ever-changing economic conditions.

In our second Insight: Ask a Portfolio Manager session, Jensen’s Investment Portfolio Managers Eric Schoenstein and Allen Bond will answer questions about the most important things FAs can tell their clients right now:

Topics covered:

  • Which industries and companies are well-positioned in the current environment
  • Consumer behavior changes in 2023 and what impact they might that have on the companies in the Growth Portfolio
  • What trends may be the most potentially impactful in healthcare right now

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