At Jackson, we've created a digital retirement planning experience with you and mine.

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

that are designed to enable financial professionals and clients to plan a path to financial freedom.

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

and Jackson National Life Insurance Company of New York, purchase New York.

Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning

for Morning Star. 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 to 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 Anderson.

He earned his bachelor's degree in business administration from Oregon State University.

He's also a trustee and the board chair for the Oregon State University Foundation Board of Trustees.

Eric, welcome to the Longview.

Thank you for having me. I'm happy to be here.

We're happy to have you. Thanks so much for doing this. I wanted to start macro.

Many are comparing the current growth-led market, I guess until recently we could say growth-led market to the tech and internet frenzy of the late 1990s is a very experienced growth investor, I'll be at one with a

focus on quality. Do you see the same parallels?

You know, Jeff, I don't know that we would see necessarily the same parallels. I think there

could be some pieces that feel similar, certainly,

...