| April 2016 | |
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Making Your Succesion Plan Priority |
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Advisors spend a great deal of time and effort planning for their clients' future and assessing their long-term goals, but how many advisors do the same for themselves? A recent study finds that just 37% of advisors have a succession plan in place. And oddly enough, the closer an advisor is to retirement, the less likely that he or she is prepared. Interested in leaming more about the importance of succession planning? |
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| April 2016 | |
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Actively Navigating High-Yield Credit |
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While commodities steal headlines, increasing illiquidity in high-yield credit is also cause for concern. Janus Capital Fundamental Fixed Income Portfolio Manager Seth Meyer shares his view on the risks of high-yield credit investing in today’s market. |
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| April 2016 | |
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Mid-Size Is the Right Size |
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Like advisors across the country, you might be considering which independent broker dealer would be a good fit for you and your practice. Highly independent “Joe” is representative of many advisors who are looking for the right balance between solid business, compliance support, and the comfort of a family-style culture.
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| April 2016 | |
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Are investors hedging their International |
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While hedged equity portfolios have done well in recent years, recent weakness amid central bank actions may warrant reconsidering this position. For investors looking to potentially capitalize on changing market dynamics across the foreign equity markets, an unhedged approach may provide a more optimal alternative to a hedged and/or passively managed international equity strategy.
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| April 2016 | |
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All Quality is Not Created Equal |
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At Jensen, we define quality somewhat differently. Our primary quality metric is high and consistent return on equity. Beyond this requirement, we focus more broadly on quality characteristics such as competitive advantage, return on invested capital, and free cash flow. However, we find that S&P Earnings and Dividends Rankings is often a good proxy for measuring the investment performance impact of our portfolio’s consistent overweight to high quality stocks. We invite you to read the article below, as we explore the pros and cons of our unique definition of quality and how it relates to the broader market landscape through various market cycles.
For more complete information about the Jensen Quality Growth Fund including investment objectives, risks, fees and expenses, please call 800.992.4144. Read the prospectus carefully before you invest or send money.
Mutual fund investing involves risk. Principal loss is possible. The Jensen Quality Growth 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.
Quasar Distributors, LLC.
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