News & Insights

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

News
19 November 2021
Value Fund Estimated Capital Gains
To assist you with your year-end investment and tax planning strategies, the Jensen Quality Value Fund is providing preliminary estimates of its capital gains distributions.
News
19 November 2021
Growth Fund Estimated Capital Gains
To assist you with your year-end investment and tax planning strategies, the Jensen Quality Growth Fund is providing preliminary estimates of its capital gains distributions.
Company Highlight
9 November 2021
Company Highlight: Equifax
Equifax is a global data, analytics and technology company headquartered in Atlanta, Georgia. The company is one of the leading credit bureaus in the U.S., providing critical services for lenders’ credit decisions and helps lower financing costs for borrowers.
Mutual Fund, Webinar
27 October 2021
Quality Growth Fund Webinar - Q3 2021
Join Jensen Portfolio Manager Allen Bond for an overview of 3Q 2021 performance, portfolio activity, market trends, and future outlook.
Mutual Fund, Webinar
23 July 2021
Quality Growth Fund Webinar - Q2 2021
Join Jensen Portfolio Manager Eric Schoenstein for an overview of 2Q 2021 performance, portfolio activity, market trends, and future outlook.
Mutual Fund
12 July 2021
Animal Spirits - July 2021 - Podcast
Over the last three decades, our research has shown that high-quality businesses are able to show a resiliency, regardless of what's happening from a macro perspective. The real genesis of our team’s information and analysis is our fundamental research. From a long-term perspective, we feel very comfortable that a quality strategy can outperform over full market cycles.
News
30 June 2021
Press Release: Kevin Walkush appointed Head of ESG
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
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.
Mutual Fund, Webinar
11 May 2021
Quality Growth Fund Webinar - Q1 2021
Join Jensen Portfolio Manager Kevin Walkush for an overview of 1Q 2021 performance, portfolio activity, market trends, and future outlook.
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.
Company Highlight
16 March 2021
Company Highlight: Taiwan Semiconductor Manufacturing Co.
Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading semiconductor chip foundry. As a foundry, TSMC manufactures chips on behalf of customers with the most cutting-edge manufacturing capabilities as defined by node size.
Insights
5 March 2021
Quality Investing Headwinds
Our analysis suggests that high-quality stocks are caught between momentum growth sentiment on one side and a wave of government stimulus benefiting low-quality businesses on the other.

Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

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Global Quality Growth

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Quality Value

Capturing quality down the cap spectrum.