Jensen Quality Growth
A consistent, sustainable investment process is vital to weathering all economic climates. The strength of our investment philosophy is based on an unwavering commitment to investing in quality businesses.
Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of December 31, 2022. *For a representative account of the Jensen Quality Growth Equity Composite
How We Think
15 March 2023
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
9 March 2023
Animal Spirits Podcast: Investing in Quality Growth
Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.
9 March 2023
Press Release: Three New Equity Ownership Shareholders
We are pleased to welcome Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership.
2 March 2023
Pfizer: Short-Term Noise or Long-Term Benefits?
Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.
17 January 2023
With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)
2 January 2023
Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks
With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.