Eric Schoenstein: The Case for Quality Stocks

<p>Our guest today is Eric Schoenstein. Eric is a managing director at Jensen Investment Management, where he serves as the firm’s chief investment officer and is a portfolio manager of several Jensen strategies, including its flagship Quality Growth strategy. That strategy is a concentrated portfolio of 25-30 stocks of growing businesses that Jensen’s team believes boast durable competitive advantages. Prior to joining Jensen in 2002, Eric was a senior manager at Arthur Andersen. He earned his bachelor’s in business administration from Oregon State University. He is also a trustee and the board chair for the Oregon State University Foundation Board of Trustees.</p><p><strong>Background</strong></p><p><a href="https://www.linkedin.com/in/eric-schoenstein-1334a1b7/" target="_blank">Bio</a></p><p><a>Jensen Quality Growth</a></p><p><strong>Quality and Growth</strong></p><p>"<a href="https://www.morningstar.com/articles/1082217/15-cheap-growth-stocks-amid-the-volatility">15 Cheap Growth Stocks Amid the Volatility,"</a> by Dave Sekera, Morningstar.com, Feb. 28, 2022.</p><p>"<a href="https://www.etf.com/sections/features-and-news/9467-the-best-way-to-capture-quality-growth" target="_blank">The Best Way To Capture Quality Growth,</a>" by Helen Fowler, ETF.com, Dec. 4, 2013. </p><p><a href="https://www.morningstar.com/articles/746828/the-what-why-and-how-of-quality">"The What, Why, and How of Quality,"</a> by Ben Johnson, Morningstar.com, March 30, 2016.</p><p><a href="https://www.morningstar.com/articles/912305/a-closer-look-at-quality-the-fuzziest-of-factors">“A Closer Look at Quality: The Fuzziest of Factors,”</a> by Ben Johnson, Morningstar.com, Feb. 13, 2019.</p><p><strong>Risk Management</strong></p><p><a href="https://cdn.ymaws.com/www.fpadfw.org/resource/resmgr/SYMPOSIUM2016_HANDOUTS/Eric_Schoenstein_-_Risk_Mana.pdf" target="_blank">“Risk Management--U.S. Equity Investing,”</a> by Eric H. Schoenstein.</p><p><a href="https://www.fool.com/investing/2016/06/03/interview-with-eric-schoenstein-of-jensen-investme.aspx"