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.

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.

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.

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.