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The Jensen investment team sold United Parcel Service (UPS) shares from the Quality Growth Strategy to take advantage of better opportunities within the Portfolio.

Due to Becton Dickinson’s return on equity (ROE) falling below Jensen’s 15% threshold in its most recent fiscal year, the Investment Team has sold the position from the Jensen Quality Growth Strategy.

Join this webinar hosted by Portfolio Manager Kurt Havnaer for an update on the Jensen Quality Value Fund’s Q2 2023 performance, portfolio activity and outlook.

Join this webinar hosted by Portfolio Manager Allen Bond for an update on the Jensen Quality Growth Fund’s Q2 2023 performance, portfolio activity and outlook.

Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.

KLA, a semiconductor production equipment manufacturer, was added to the Jensen Quality Growth and Global Quality Growth Strategies in June 2023.