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Ask a Portfolio Manager

July 2022

Episode 1

How Does a High Conviction Approach to Investing Work in the Current Market?

In this session, Richard puts questions to Jensen Investment Portfolio Managers Tyra Pratt, Adama Calamar and Kevin Walkush about:

  • The current market
  • Jensen’s approach to selecting quality companies, including ESG
  • The Jensen Quality Value strategy

Meet Your Host

Richard Clark

Richard leads Jensen’s business development across the advisor and intermediary channels.

Learn more: Richard discusses Jensen’s approach to client service.

Meet the Portfolio Managers

Tyra Pratt

Tyra conducts fundamental research for the Jensen Quality Value Strategy. She earned her BA in Finance from Roger Williams University in Rhode Island, is a CFA charterholder and is a CFA Society of Portland Board Member.

Learn more: How a reputation for fierce independence attracted a like-minded manager.

Kevin Walkush

Kevin conducts fundamental research for the Jensen Quality Growth and Jensen Global Quality Growth strategy. Additionally, Kevin heads the firm’s ESG program where he serves as a resource to clients looking to explore ESG through a quality investing lens. He earned his BS in Chemical Engineering and Minor in Environmental Engineering from Washington University in St. Louis and his MBA from the University of Michigan.

Learn more: Discover how Kevin embraces ESG to find quality stocks.

Adam Calamar

Adam conducts fundamental research for both the Jensen Quality Growth and Jensen Quality Value investment strategies. He earned his BS and MBA degrees from Oregon State University, and has a broad background in finance, small business, and the sciences. Adam is a CFA charterholder and a member of the CFA Society of Portland, as well as the Portland Alternative Investment Association.

Learn more: Jensen’s commitment to collaboration is just what this team player was looking for.

The company discussion in this presentation is solely intended to illustrate the application of our investment approach. The specific security identified is taken from a representative account of the Jensen Quality Value Composite and does not represent all of the securities purchased and sold for the Strategy. Our views expressed herein are subject to change and should not be construed as a recommendation or offer to buy or sell any security and are not designed or intended as a basis or determination for making any investment decision for any security. Our discussions should not be construed as an indication that an investment in a security has been or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of any security discussed herein.

Past performance is no guarantee of future results. The information contained herein represents management’s current expectation of how the Jensen Quality Value Strategy, Jensen Quality Growth Strategy, and the Jensen Global Quality Growth Strategy will continue to be operated in the near term; however, management’s plans and policies in this respect may change in the future. In particular, (i) policies and approaches to portfolio monitoring, risk management, and asset allocation may change in the future without notice, and (ii) economic, market and other conditions could cause the Strategies and accounts invested in the Strategies to deviate from stated investment objectives, guidelines, and conclusions stated herein.

The information contained herein represents management’s current practice and process for assessing a company’s competitive, regulatory, and environmental, social and governance (“ESG”) risks to assess whether company management has, in Jensen’s opinion, adequately managed the impact of those risks to mitigate business risk and enhance shareholder value. Jensen does not make portfolio purchase or sale decisions solely based on its evaluation of ESG factors. However, management’s plans and policies in this respect are subject to change in the future.

Certain information contained in this material represents or is based upon forward-looking statements, which can be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue”, or “believe” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of a client account may differ materially from those reflected or contemplated in such forward-looking statements.

This information is current as of July 28, 2022 and is subject to change at any time, based on market and other conditions. Jensen Investment Management, Inc. is an investment adviser registered under the Investment Advisers Act of 1940. Registration with the SEC does not imply any level of skill or training. Although taken from reliable sources, Jensen cannot guarantee the accuracy of the information received from third parties. 

Interested in Learning More?

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