Jensen Global Quality Growth

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. 

Jensen's Perspective

Quality is Location and Domicile Agnostic

Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.

All data as of March 31, 2022, *for a representative account of the Jensen Global Quality Growth Composite

25- 40
Portfolio Holdings
85 %
Active Share*
15 %
ROE Threshold
11
Countries Represented

How We Think

News
13 June 2022
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.
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Insights
14 January 2022
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?
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Company Highlight
9 November 2021
Company Highlight: Equifax
Equifax is a global data, analytics and technology company headquartered in Atlanta, Georgia. The company is one of the leading credit bureaus in the U.S., providing critical services for lenders’ credit decisions and helps lower financing costs for borrowers.
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News
30 June 2021
Press Release: Kevin Walkush appointed Head of ESG
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
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Insights
24 June 2021
Why Concentration May Not Mean More Risk
What can semi-deviation and down-market capture teach us? In this white paper, we examine historical measures for risk, including semi-deviation, together with down-market capture ratios to evaluate the impact on relative performance from abrupt equity market declines.
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Insights
3 June 2021
Inflation Resilience
Interest rates are rising in unison with inflation expectations. The resultant pressure on stock prices is twofold, one direct and one more subtle.
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