Quality is one of those words that appears to represent a simple truth—it seems self-evident that high quality is always preferable to low quality, no matter the subject at hand. Everyone wants quality, especially at a good price. But what is quality when it comes to investing?
U.S. equity markets are again poised to post strong returns in 2021. On a year-to-date basis through November 30th, the total return for the S&P 500 Index was 23.18%. Assuming no dramatic change in market levels, this would mark the third consecutive year with double-digit market returns, the first such three-year period since 2012-2014.
The Jensen Quality Growth Fund’s quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
The Jensen Quality Value Fund’s quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
Equifax is a global data, analytics and technology company headquartered in Atlanta, Georgia. The company is one of the leading credit bureaus in the U.S., providing critical services for lenders’ credit decisions and helps lower financing costs for borrowers.
Due to an improved growth outlook, we now view Amphenol (APH) shares as attractively valued and are pleased to resume a stake in what we consider a quality growth business.
Join Jensen Portfolio Manager Eric Schoenstein for an overview of 2Q 2021 performance, portfolio activity, market trends, and future outlook.
Over the last three decades, our research has shown that high-quality businesses are able to show a resiliency, regardless of what’s happening from a macro perspective. The real genesis of our team’s information and analysis is our fundamental research. From a long-term perspective, we feel very comfortable that a quality strategy can outperform over full market cycles.
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.
We expect MMC to continue to grow through a combination of organic growth arising from strong underlying demand for its brokerage and consulting services.