Holdings Update: Buy APH
Due to an improved growth outlook, we now view Amphenol (APH) shares as attractively valued and are pleased to resume a stake in what we consider a quality growth business.
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.
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.
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.
Holdings Update: Buy MMC
We expect MMC to continue to grow through a combination of organic growth arising from strong underlying demand for its brokerage and consulting services.
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.
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.
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: 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.
Holdings Update: Sell VFC
During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).