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 June 30, 2021, *for a representative account of the Jensen Global Quality Growth Composite

25- 40
Portfolio Holdings
86 %
Active Share*
15 %
ROE Threshold
11
Countries Represented*

How We Think

News
30 June 2021
Press Release: Kevin Walkush appointed Head of ESG
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
Insights
3 June 2021
Inflation Resilience
Interest rates are rising in unison with inflation expectations. The resultant pressure on stock prices is twofold, one direct and one more subtle.
Company Highlight
16 March 2021
Company Highlight: Taiwan Semiconductor Manufacturing Co.
Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading semiconductor chip foundry. As a foundry, TSMC manufactures chips on behalf of customers with the most cutting-edge manufacturing capabilities as defined by node size.
Company Highlight
1 March 2021
Company Highlight: Compass Group
Compass Group PLC is the largest food service company in the world, with operations in 45 countries across five sectors. Compass differentiates itself through its unique sectorization strategy, offering customized and innovative solutions to clients under leading brands within distinct sectors.
Videos
17 December 2020
Jensen's Client Service & Partnership
Richard Clark discusses Jensen's long-standing approach to quality client service and partnerships.
Insights
1 December 2020
Pfizer Update: Competitive Advantages of Vaccine Development
Pfizer won the world's first regulatory approval for a COVID-19 vaccine, but its leading role was not expected.