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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Insights
7 March 2022
Quality Assurance: Why Encompass Health is a Standout Pick
Not many businesses can succeed in the healthcare industry, but Encompass Health is one of them. Discover what secret sauce this portfolio company used to become the fourth largest acute-care provider in the country.
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Insights
7 March 2022
How Kevin Walkush Finds Quality Stocks Through an ESG Lens
Portfolio Manager Kevin Walkush discusses his views on quality investing and how he embraces ESG to find quality stocks.
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Insights
7 March 2022
Tractor Supply: An Underappreciated Gem
Home Depot and Lowe’s may dominate home improvement. But in exurbs and rural communities, Tractor Supply is the go-to source for livestock and gardening products. Learn how Jensen zeroed in on Tractor Supply’s underappreciated appeal to a loyal customer base.
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Insights
7 March 2022
Jensen’s Commitment to Collaboration is Just What This Team Player Was Looking For
If two heads are better one, how about four or five? Find out how Jensen portfolio manager Adam Calamar and his colleagues use the power of team work to uncover profitable companies with strong competitive advantages that can withstand tough economic climates.
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Insights
7 March 2022
Equifax: Independent Thinking at the Right Time
When Equifax, the credit scoring bureau, suffered a data breach in 2017, investors bolted in droves on the bad news. Learn how the Jensen Quality Value team did their research and reached a very different conclusion.
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Insights
7 March 2022
How a Reputation for Fierce Independence Attracted a Like-Minded Manager
It’s easy to follow the crowd, especially when markets are surging and stocks are reaching new highs. But independent thinking means making unpopular calls and sometimes looking out of step—at least temporarily. Learn how Jensen Portfolio Manager Tyra Pratt's creates concentrated portfolios of high-conviction names that have staying power.
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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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Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

Global Quality Growth

Quality is location and domicile agnostic.

Quality Value

Capturing quality down the cap spectrum.