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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 December 31, 2023. *For a representative account of the Jensen Quality Value Composite

  • 30-50Portfolio Holdings
  • 93%Active Share*
  • 15% ROE Threshold
  • 275Qualifying Companies