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 June 30, 2023. *For a representative account of the Jensen Global Quality Growth Equity Composite
- 25-40Portfolio Holdings
- 84%Active Share*
- 15% ROE Threshold
- 9Countries Represented
How We Think
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.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
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.
We are pleased to announce the promotion of Adam Dunn to Director of Trading and Jeff Wilson to Portfolio Manager.