News & Insights

A curated selection of market insights, trends, updates and more from Jensen's portfolio managers and business analysts.

Insights
14 January 2022
Why Invest in Quality?
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?
Mutual Fund, News
16 December 2021
Year in Review: 2021
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.
Mutual Fund, News
16 December 2021
Quality Growth Fund 2021 Distributions
The Jensen Quality Growth Fund's quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
Mutual Fund, News
16 December 2021
Quality Value Fund 2021 Distributions
The Jensen Quality Value Fund's quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
Company Highlight
9 November 2021
Company Highlight: Equifax
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.
Mutual Fund, Webinar
23 July 2021
Quality Growth Fund Webinar - Q2 2021
Join Jensen Portfolio Manager Eric Schoenstein for an overview of 2Q 2021 performance, portfolio activity, market trends, and future outlook.
Mutual Fund
12 July 2021
Animal Spirits - July 2021 - Podcast
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.
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.
Mutual Fund, Webinar
11 May 2021
Quality Growth Fund Webinar - Q1 2021
Join Jensen Portfolio Manager Kevin Walkush for an overview of 1Q 2021 performance, portfolio activity, market trends, and future outlook.
News
17 March 2021
Press Release: Quality Value Team Promotions
We are pleased to announce that Tyra Pratt, CFA, and Jorge Rivas, CFA, have been promoted to Portfolio Managers on the Jensen Quality Value Investment Team.
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.

Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

Global Quality Growth

Quality is location and domicile agnostic.

Quality Value

Capturing quality down the cap spectrum.