Quality Growth Fund Webinar – Q1 2022
Join Jensen Portfolio Manager Kevin Walkush for an overview of 1Q 2022 performance, portfolio activity, market trends, and future outlook.
Holdings Update: Buy Moody’s
We added Moody’s Corporation to the Quality Growth Portfolio due in part to its global dominance in credit ratings, high customer retention rates, and high degree of recurring revenue. We expect Moody’s to grow and create business value.
Holdings Update: Sell GIS
The Jensen Investment Team sells the Quality Growth Strategy’s remaining position of General Mills (GIS).
2021 Quality Value Fund Annual Webinar
Join Jensen Portfolio Manager Kurt Havnaer for an annual overview of the Jensen Quality Value Fund’s 2021 performance, portfolio activity and future outlook.
Do Not Be Fooled by Earnings Adjustments
The magnitude of income statement differences between GAAP and non-GAAP figures can be substantial, and investors are largely on their own to determine the veracity and impact of the differences. In this article, Portfolio Manager Allen Bond discusses how to interpret them and what factors to focus on.
Company Highlight: Encompass Health
We added Encompass Health to the Jensen Quality Value Strategy in October 2017 due to its attractive valuation, competitive advantages, and growth prospects.
Company Highlight: Tractor Supply
Tractor Supply, the largest farm and ranch retailer in the U.S., has an impressive track record of delivering sustainable growth in a highly fragmented market. We added Tractor Supply to the Jensen Quality Value Strategy in August 2017.
Quality Assurance: Why Encompass Health is a Standout Pick
Not many businesses can succeed in the healthcare industry, but Encompass Health is one of them. Discover what secret sauce this portfolio company used to become the fourth largest acute-care provider in the country.
How Kevin Walkush Finds Quality Stocks Through an ESG Lens
Portfolio Manager Kevin Walkush discusses his views on quality investing and how he embraces ESG to find quality stocks.
Tractor Supply: An Underappreciated Gem
Home Depot and Lowe’s may dominate home improvement. But in exurbs and rural communities, Tractor Supply is the go-to source for livestock and gardening products. Learn how Jensen zeroed in on Tractor Supply’s underappreciated appeal to a loyal customer base.