Jensen Quality Value
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.
Capturing Quality Down The Cap Spectrum
Jensen believes that investing in companies with solid competitive advantages and clearly identifiable catalysts should drive growth, profitability, and free cash flow.
All data as of December 31, 2022. *For a representative account of the Jensen Quality Value Composite
How We Think
15 March 2023
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
9 March 2023
Press Release: Three New Equity Ownership Shareholders
We are pleased to welcome Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership.
7 February 2023
Ask a Portfolio Manager: Episode 2
Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.
21 December 2022
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
14 December 2022
A History of Quality Investing
Jensen’s unique approach to “quality” helps investors deal with market uncertainty
2 November 2022
Back to the Future
Some comebacks are welcome, like the possible return of the DeLorean car as an electric vehicle. But inflation and falling stock prices? Not so much.