Jensen Quality Value

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's Perspective

Capturing Quality Down The Cap Spectrum

Jensen believes that investing in companies with solid competitive advantages and clearly identifiable catalysts should drive growth, profitability, and free cash flow. 

All data as of June 30, 2020 * for a representative account of the Jensen Quality Value Composite

30- 50
Portfolio Holdings Range
$ 12 B
Median Market Cap*
15 %
ROE Threshold
260
Qualifying Companies

Featured Thinking

Value Company Highlight:

 

Hill-Rom Holdings, Inc.