Holdings Update: Sell Moody’s
The Jensen Investment Team recently sold Moody’s from the Quality Growth Strategy.
The Jensen Investment Team recently sold Moody’s from the Quality Growth Strategy.
Join us in listening to the replay of the Summit Series where Jensen Portfolio Manager and Head of Research Allen Bond sits down with members of the investment team to discuss the market and portfolio holdings.
In more than three decades of quality investing, we have navigated economic cycles and witnessed the rise and fall of quite a few market darlings. Through it all, we have remained true to our investment discipline.
Portfolio Manager Allen Bond joins Chuck Jaffe of the Money Life Podcast to discuss Jensen’s methodology behind defining high-quality businesses and determining reasonable prices.
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Value Strategy offers a path to explore these quality mid-caps.
The Investment Team added McDonald’s (MCD) to the Jensen Quality Growth Strategy due to its dominant market position and strong competitive advantages.