Holdings Update: Buy Moody’s

We added Moody’s Corporation to the Quality Growth Portfolio due in part to its global dominance in credit ratings, high customer retention rates, and high degree of recurring revenue. We expect Moody’s to grow and create business value.

Holdings Update: Sell GIS

The Jensen Investment Team sells the Quality Growth Strategy’s remaining position of General Mills (GIS).

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.

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.

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.

Why Invest in Quality?

Quality is one of those words that appears to represent a simple truth—it seems self-evident that high quality is always preferable to low quality, no matter the subject at hand. Everyone wants quality, especially at a good price. But what is quality when it comes to investing?

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.