News & Insights

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

Mutual Fund,Webinar
29 April 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.
Holdings Update
12 March 2021
Holdings Update: Buy VRSK
We expect Verisk to grow and create business value due to pricing power, end market growth, and new product development.
Holdings Update
12 March 2021
Holdings Update: Sell VFC
During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).
Mutual Fund
11 March 2021
Press Release: Jensen Ranked #7 in Morningstar Fund Family 150 Report
Jensen Investment Management Ranked #7 of 150 Fund Firms by Morningstar Report.
Insights
5 March 2021
Quality Investing Headwinds
Our analysis suggests that high-quality stocks are caught between momentum growth sentiment on one side and a wave of government stimulus benefiting low-quality businesses on the other.
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.
Mutual Fund,Webinar
8 January 2021
Quality Growth Fund Webinar - Q4 2020
Join Jensen portfolio manager Eric Schoenstein for an overview of 4Q 2020 performance, portfolio activity, market trends, and future outlook.
Mutual Fund
31 December 2020
Year in Review: 2020
After a transitory but severe stage of negative sentiment in early 2020, investors were willing to optimistically ‘look through’ a sharp decline in earnings and host of uncertainties, focusing instead on the forward-looking implications of economic stimulus and progress on solving the COVID-19 pandemic.
Videos
17 December 2020
Jensen's Client Service & Partnership
Richard Clark discusses Jensen's long-standing approach to quality client service and partnerships.
Insights
16 December 2020
Carbon in the Quality Value Strategy
A look at portfolio companies in Jensen's Quality Value Strategy that play a prominent role in reducing or minimizing the amount of energy required to run their businesses.
Insights,Mutual Fund
16 December 2020
High Quality Stock Performance
For quality investors, questions surround the underperformance of high-quality stocks following the market's whiplash-inducing rebound after a 34% decline in early 2020.
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.
Insights
30 October 2020
Quality Growth Strategy Supports Carbon Reduction
Our portfolio companies play a prominent role in reducing or minimizing the amount of greenhouse gas (GHG) emissions caused by manufacturing and distribution and the amount of energy required to run their businesses.
Mutual Fund,Webinar
30 September 2020
Quality Growth Fund Webinar - Q3 2020
Join Jensen portfolio managers Allen Bond and Kevin Walkush for an overview of 3Q 2020 performance, portfolio activity, market trends, and future outlook.
Company Highlight
23 March 2020
Company Highlight: Kone
Based in Helsinki, Finland, Kone is a leading manufacturer and provider of maintenance services for elevators and escalators. Kone’s revenues are geographically well-diversified, benefiting from a global installed base of more than one million.
Insights
1 March 2020
Bear Market Preparedness: Know What You Own
In times of market stress, it is crucial to ‘know what you own’ and focus on underlying, long-term business attributes.
Insights
1 February 2020
ESG Series, Part 3: Governance Factors
This white paper examines the integrity of management teams, board structures, incentive compensation, and stakeholder treatment.
Insights
9 August 2019
ESG Series, Part 2: Social Factors
Social factors considered in the Jensen Quality Growth Strategy.
Insights
1 April 2019
ESG Series, Part 1: Environmental Factors
This white paper, part one of a three part series, examines the environmental initiatives underway by Jensen Quality Growth model portfolio companies.

Explore the Jensen Quality Strategies

  • Miscellaneous 79 final US Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Global Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Mid Cap Core / Mid Cap Value
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

  • Miscellaneous 79 final US Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach

Global Quality Growth

Quality is location and domicile agnostic.

  • Miscellaneous 79 final Global Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach

Quality Value

Capturing quality down the cap spectrum.

  • Miscellaneous 79 final Mid Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach