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Animal Spirits Podcast with Jensen's Eric Schoenstein

July 2021

Talk Your Book: Quality Growth

Jensen’s Eric Schoenstein joins Michael Batnick and Ben Carlson of the Animal Spirits Podcast to discuss the benefits of quality investing, as well as what measures to look for when evaluating quality growth companies.

“Over the last three decades, Jensen’s research has shown that high-quality businesses are able to show resiliency — regardless of what’s happening from a macro perspective. The real genesis of our information and analysis is our fundamental research. From a long-term perspective, we feel very comfortable that a quality strategy can outperform over full market cycles.”

Headshot of Jensen Managing Director Eric Schoenstein
Eric H. Schoenstein
Managing Director,
Chief Investment Officer and Portfolio Manager

Learn more by listening to the podcast now.


Basis Point: Is a value equaling one one-hundredth of a percent (1/100 of 1%).

Dry Powder: Cash reserves kept on hand by a company.

Free Cash Flow: Is equal to the after-tax net income of a company plus depreciation and amortization less capital expenditures.

FT: Financial Times

Institutional Shareholder Services (ISS) Environmental Social Governance (ESG) Corporate Ratings: Provides ESG data and performance assessments on companies, countries and green bonds to offer investors insight on the carbon footprint of public equity portfolios. Companies are assessed against a standard set of universal ESG topics, as well as additional industry-specific topics, and are measured based on self-reported data verified by the ISS. For companies that do not report emissions data, ISS ESG applies its 800 sub-sector specific models to estimate their emissions. ISS ESG then applies approximately 100 social, environmental, and governance-related indicators to calculate each rating. For more information on the ISS ESG methodology, please visit: www.issgovernance.com/file/publications/methodology/Corporate-Rating-Methodology.pdf.

Margin of Safety: A principle of investing in which an investor only purchases securities when their market price is significantly below their intrinsic value. In other words, when the market price of a security is significantly below your estimation of its intrinsic value, the difference is the margin of safety.

Return on Equity: Is equal to a company’s after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year.

S&P 500 Index: The S&P 500 Index is a market value weighted index consisting of 500 stocks chosen for market size, liquidity and industry group representation. The Index is unmanaged, and one cannot invest directly in the Index.

Scope 1—Energy Direct Emissions (tCO₂e): This factor provides the issuer’s Scope 1 Direct emissions (tCO₂e) which includes owned and controlled sources. The Direct emissions data represents the final, Institutional Shareholder Services (ISS) ESG reviewed and approved value based on the ISS ESG methodology, which selects the most accurate value from available sources.

Scope 2—Energy Indirect Emissions (tCO₂e): This factor provides the issuer’s Scope 2 Energy Indirect emissions (tCO₂e), which includes indirect emissions from purchased energy. The Energy Indirect Emissions data represents the final, ISS ESG reviewed and approved value based on the ISS ESG methodology, which selects the most accurate value from available sources.

Fund holdings are subject to change at any time and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk. Click here for the fund’s current holdings.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. For the fund’s current standardized performance, click here.

Mutual fund investing involves risk, and principal loss is possible. The Fund is non-diversified, meaning that it may concentrate its assets in fewer individual holdings than a diversified fund, and is therefore more exposed to individual stock volatility than a diversified fund. The prices of growth stocks may be sensitive to changes in current or expected earnings, may experience larger price swings and may be out of favor with investors at different periods of time.

In its determination of which companies qualify for purchase by the Fund, the Adviser also assesses a company’s competitive, regulatory, and environmental, social and governance (“ESG”) risks to assess whether company management has, in the opinion of the Adviser, adequately managed the impact of those risks to mitigate business risk and enhance shareholder value. The Adviser does not make portfolio purchase or sale decisions solely based on its evaluation of ESG factors.

The Fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus contain this and other important information about the investment company, and it may be obtained by visiting www.jenseninvestment.com, or by calling 800.992.4144. Read it carefully before investing.

Opinions expressed are those of Jensen Investment Management and are subject to change, not guaranteed and should not be considered investment advice.

The Jensen Funds are distributed by Quasar Distributors, LLC.

© 2022 Jensen Investment Management. The Jensen Quality Universe is a trademark of Jensen Investment Management. All rights reserved.