How does a five-star fund manager approach investing when uncertainty is high?
“Every recession we’ve had has ended and this one will end as well,” said Robert Zagunis, 5-star portfolio manager at Jensen Investment Management.
“We’ve just finished the earnings season and there’s no question that the downward direction has abated so that’s one step further toward getting out of the cycle,” he told CNBC.
Zangunis says he is a fan of the health care sector.
“It represents more than 17 percent of the gross domestic product and it grows faster than anything,” Zagunis said of the sector.