Summit Series: Financial Analysis Through Change

December 2024
 

Welcome to the Jensen Summit Series, which features our investment experts providing in-depth analysis of key market trends and their potential impact on investment strategies.

Featured Investment Professionals:

Headshot of Jensen, Managing Director Allen Bond
Allen Bond, CFA

Portfolio Manager, Quality Growth and Global Quality Growth Strategies

Headshot of Jensen Managing Director Eric Schoenstein
Eric Schoenstein

Portfolio Manager, Quality Growth, Global Quality Growth and Quality Mid Cap Strategies

Headshot of Jensen employee Kurt Havnaer
Kurt Havnaer, CFA

Portfolio Manager, Quality Growth and Quality Mid Cap Strategies

Key Topics of Discussion:

  • GAAP vs. Non-GAAP analysis in practice
    Beyond accounting treatments to uncover true business performance – our team examines both GAAP and non-GAAP metrics as we seek to understand actual cash generation and earnings quality.
  • Capital allocation strategies and share buybacks
    How companies deploy capital may reveal their priorities and discipline. We evaluate management’s decisions across reinvestment, acquisitions, dividends and buybacks.
  • Election cycle impacts on portfolio decisions
    We believe that strong businesses adapt through multiple political cycles. Learn how we assess policy changes through the lens of competitive advantages and long-term business fundamentals.

Listen to the podcast above to hear valuable perspectives on these critical factors shaping today’s investment environment. Our panel of experts will delve into these topics, offering insights to help inform your investment decisions in an ever-changing economic landscape.


Click here to view a list of the Jensen Quality Growth Strategy’s current holdings.

Click here to view a list of the Jensen Quality Mid Cap Strategy’s current holdings.

Click here to view a list of the Jensen Global Quality Growth Strategy’s current holdings.

The company discussions in this podcast are solely intended to illustrate the application of our investment approach and are not to be considered recommendations by Jensen. Some of the securities discussed in this podcast are taken from a representative account of the Jensen Quality Growth Strategy, Jensen Quality Mid Cap Strategy and/or the Jensen Global Quality Growth Strategy (collectively “Jensen Strategies”) and do not represent all securities purchased and sold for the Strategies. Our views expressed herein are subject to change and should not be construed as recommendations or offers to buy or sell any security and are not designed or intended as a basis or determination for making any investment decision for any security. Our discussions should not be construed as an indication that an investment in a security has been or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of any security discussed herein.

Past performance is no guarantee of future results. The information contained herein represents management’s current expectation of how the Jensen Strategies will continue to be operated in the near term; however, management’s plans and policies in this respect may change in the future. In particular, (i) policies and approaches to portfolio monitoring, risk management, and asset allocation may change in the future without notice and (ii) economic, market and other conditions could cause the strategy and accounts invested in the strategy to deviate from stated investment objectives, guidelines, and conclusions stated herein.

 Certain information contained in this podcast represents or is based upon forward-looking statements, which can be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue”, or “believe” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of a client account may differ materially from those reflected or contemplated in such forward-looking statements.

This information is current as of the date of this podcast and is subject to change at any time, based on market and other conditions.

Jensen Investment Management, Inc., is an investment adviser registered under the Investment Advisers Act of 1940. Registration with the SEC does not imply any level of skill or training. Although taken from reliable sources, Jensen cannot guarantee the accuracy of the information received from third parties.

Quality Growth
U.S. Large-Cap Blend

Quality Mid Cap
U.S. Mid-Cap Blend

Global Quality Growth
Global Large-Cap Growth