Jensen’s Perspective
Capturing Quality Down The Cap Spectrum
Jensen believes that investing in companies with solid competitive advantages and clearly identifiable catalysts should drive growth, profitability, and free cash flow.
All data as of September 30, 2023. *For a representative account of the Jensen Quality Value Composite
- 30-50Portfolio Holdings
- 93%Active Share*
- 15% ROE Threshold
- 275Qualifying Companies
How We Think

There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.

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.

Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.

Investing outside of mega-caps and other high-flying stocks could be a hedge against a possible reversal of fortune for these companies.

Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 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?

In this white paper, we discuss return on equity (ROE), how we use it, and why we believe that it can be a useful criterion for selecting stocks that can provide attractive returns over long periods of time.

In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).