ESG Investing Webinar

Join Portfolio Manager Kevin Walkush for an in-depth discussion on how Jensen integrates ESG into its investment process.

Webinar: ESG Investing

Join Portfolio Manager Kevin Walkush for an in-depth discussion on how Jensen integrates ESG into its investment process.

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.

Company Highlight: Mastercard

The Buy Now Pay Later (BNPL) trend has the potential to disrupt established payment providers. Read our analysis of whether Mastercard’s products are at risk.

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: 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?