Jensen Quality Value

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

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 March 31, 2021 *for a representative account of the Jensen Quality Value Composite

30- 50
Portfolio Holdings
98 %
Active Share*
15 %
ROE Threshold
260
Qualifying Companies

How We Think

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.
News
17 March 2021
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.
Videos
17 December 2020
Jensen's Client Service & Partnership
Richard Clark discusses Jensen's long-standing approach to quality client service and partnerships.
Insights
16 December 2020
Carbon in the Quality Value Strategy
A look at portfolio companies in Jensen's Quality Value Strategy that play a prominent role in reducing or minimizing the amount of energy required to run their businesses.