Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of June 30, 2023. *For a representative account of the Jensen Quality Growth Equity Composite
- 25-30Portfolio Holdings
- 75%Active Share*
- 15% ROE Threshold
- 320Qualifying Companies
How We Think
The Jensen investment team sold United Parcel Service (UPS) shares from the Quality Growth Strategy to take advantage of better opportunities within the Portfolio.
Due to Becton Dickinson’s return on equity (ROE) falling below Jensen’s 15% threshold in its most recent fiscal year, the Investment Team has sold the position from the Jensen Quality Growth Strategy.
Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.
KLA, a semiconductor production equipment manufacturer, was added to the Jensen Quality Growth and Global Quality Growth Strategies in June 2023.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
Jensen Portfolio Manager Kevin Walkush joins the Animal Spirits Podcast to discuss quality growth investing, active management, return on equity, and more.
Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.
We are pleased to announce the promotion of Adam Dunn to Director of Trading and Jeff Wilson to Portfolio Manager.