News & Insights

A curated selection of market insights, trends, updates and more from Jensen's portfolio managers and business analysts.

Mutual Fund, Webinar
29 April 2022
Quality Growth Fund Webinar - Q1 2022
Join Jensen Portfolio Manager Kevin Walkush for an overview of 1Q 2022 performance, portfolio activity, market trends, and future outlook.
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Mutual Fund, Webinar
17 March 2022
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.
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Insights
15 March 2022
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.
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Company Highlight
7 March 2022
Company Highlight: Encompass Health
We added Encompass Health to the Jensen Quality Value Strategy in October 2017 due to its attractive valuation, competitive advantages, and growth prospects.
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Company Highlight
7 March 2022
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.
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Mutual Fund, Webinar
4 February 2022
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.
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Mutual Fund
24 January 2022
Investment Philosophy
We seek to help investors access quality companies at attractive valuations through risk adjusted portfolios mindfully constructed to serve your clients for the long-term.
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Mutual Fund
17 January 2022
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 ...
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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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Mutual Fund, News
16 December 2021
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.
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Mutual Fund, News
16 December 2021
Quality Growth Fund 2021 Distributions
The Jensen Quality Growth Fund's quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
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Mutual Fund, News
16 December 2021
Quality Value Fund 2021 Distributions
The Jensen Quality Value Fund's quarterly ordinary income dividends, and annual short-term and long-term capital gains dividends for 2021
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Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

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Quality is location and domicile agnostic.

Quality Value

Capturing quality down the cap spectrum.