Animal Spirits – 2022
Jensen Portfolio Manager Allen Bond joins the Animal Sprits Podcast to discuss what qualities to look for in quality growth companies and how they perform during inflationary periods.
Press Release: Shannon Contreras Appointed to Board of Directors
We are pleased to announce the appointment of Shannon Contreras, Managing Director – Finance, to Jensen’s Board of Directors.
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: 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.
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.