Jensen Global 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's Perspective

Quality is Location and Domicile Agnostic

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 Global Quality Growth Equity Composite

25- 40
Portfolio Holdings
85 %
Active Share*
15 %
ROE Threshold
11
Countries Represented

How We Think

Insights
31 January 2023
With Covid Stumbles Behind It, AstraZeneca’s Superior Pipeline Can Shine
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.
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Insights
9 January 2023
Canadian National Railway Is a Cash Generation Powerhouse
With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.
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Insights
22 December 2022
A Global Perspective 
Why Jensen analyst Apurva Parikh believes quality companies can thrive regardless of market conditions 
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Insights, News
21 December 2022
Financial Planning
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
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Insights
16 December 2022
How Intuit Creates Staying Power
Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades
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Company Highlight
16 December 2022
Company Highlight: Microsoft
Microsoft’s deep and sustainable competitive advantages serve as a cornerstone of their success and is a demonstration of an unwavering commitment to quality.
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