News & Insights

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

News
4 August 2022
Press Release: Phil Bennett Joins Jensen
On July 11, 2022, Phil Bennett joined Jensen as its new Director of Institutional Sales and Client Service.
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Mutual Fund, Webinar
3 August 2022
Quality Growth Fund Webinar - Q2 2022
Join Jensen Portfolio Manager Eric Schoenstein for an overview of Q 2022 performance, portfolio activity, market trends, and future outlook.
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Videos, Webinar
2 August 2022
ESG Investing Webinar
Join Portfolio Manager Kevin Walkush for an in-depth discussion on how Jensen integrates ESG into its investment process.
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Videos
29 July 2022
Ask a Portfolio Manager: Episode 1
In this webinar series, hosted by Richard Clark, Jensen portfolio managers discuss their high-conviction approaches to investing in the current market.
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Company Highlight
8 July 2022
Company Highlight: Mastercard
The Buy Now Pater Later (BNPL) trend has the potential to disrupt established payment providers. Read our analysis of whether Mastercard's products are at risk.
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Mutual Fund
21 June 2022
Animal Spirits - 2022
Jensen Portfolio Manager Allen Bond joins the Animal Sprits Podcast to discuss what qualities to look for in quality growth companies and how they perform during inflationary periods.
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News
13 June 2022
Press Release: Shannon Contreras Appointed to Board of Directors
We are pleased to announce the appointment of Shannon Contreras, Managing Director – Finance, to Jensen's Board of Directors.
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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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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.