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.
Jensen’s Commitment to Collaboration is Just What This Team Player Was Looking For
If two heads are better one, how about four or five? Find out how Jensen portfolio manager Adam Calamar and his colleagues use the power of team work to uncover profitable companies with strong competitive advantages that can withstand tough economic climates.
Equifax: Independent Thinking at the Right Time
When Equifax, the credit scoring bureau, suffered a data breach in 2017, investors bolted in droves on the bad news. Learn how the Jensen Quality Value team did their research and reached a very different conclusion.
How a Reputation for Fierce Independence Attracted a Like-Minded Manager
It’s easy to follow the crowd, especially when markets are surging and stocks are reaching new highs. But independent thinking means making unpopular calls and sometimes looking out of step—at least temporarily. Learn how Jensen Portfolio Manager Tyra Pratt’s creates concentrated portfolios of high-conviction names that have staying power.
Quality Growth Fund Webinar – Q4 2021
Join Jensen Portfolio Manager Rob McIver for an overview of 4Q 2021 performance, portfolio activity, market trends, and future outlook.
Get to Know Jensen
In 1988, Val Jensen founded Jensen Investment Management as a better way to serve his clients. Weary from turbulent, short-sighted equities markets, the 66-year-old career broker found refuge in quality investing.
More than three decades later …
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?
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.