Press Release: Quality Value Team Promotions

We are pleased to announce that Tyra Pratt, CFA, and Jorge Rivas, CFA, have been promoted to Portfolio Managers on the Jensen Quality Value Investment Team.

Company Highlight: Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading semiconductor chip foundry. As a foundry, TSMC manufactures chips on behalf of customers with the most cutting-edge manufacturing capabilities as defined by node size.

Holdings Update: Buy VRSK

We expect Verisk to grow and create business value due to pricing power, end market growth, and new product development.

Holdings Update: Sell VFC

During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).

Quality Investing Headwinds

Our analysis suggests that high-quality stocks are caught between momentum growth sentiment on one side and a wave of government stimulus benefiting low-quality businesses on the other.

Company Highlight: Compass Group

Compass Group PLC is the largest food service company in the world, with operations in 45 countries across five sectors. Compass differentiates itself through its unique sectorization strategy, offering customized and innovative
solutions to clients under leading brands within distinct sectors.

Quality Growth Fund Webinar – Q4 2020

Join Jensen portfolio manager Eric Schoenstein for an overview of 4Q 2020 performance, portfolio activity, market trends, and future outlook.

Press Release: Jensen Ranked #7 in Morningstar Fund Family 150 Report

Jensen Investment Management Ranked #7 of 150 Fund Firms by Morningstar Report .

Year in Review: 2020

After a transitory but severe stage of negative sentiment in early 2020, investors were willing to optimistically ‘look through’ a sharp decline in earnings and host of uncertainties, focusing instead on the forward-looking implications of economic stimulus and progress on solving the COVID-19 pandemic.

Jensen’s Client Service & Partnership

Richard Clark discusses Jensen’s long-standing approach to quality client service and partnerships.