News & Insights

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

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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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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Insights
14 January 2022
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?
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Company Highlight
9 November 2021
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.
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News
30 June 2021
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.
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Insights
3 June 2021
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.
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News
17 March 2021
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.
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Company Highlight
16 March 2021
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.
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Insights
5 March 2021
Quality Investing Headwinds
Our analysis suggests that high-quality stocks are caught between momentum growth sentiment on one side and a wave of government stimulus benefiting low-quality businesses on the other.
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Company Highlight
1 March 2021
Company Highlight: Compass Group
Compass Group PLC is the largest food service company in the world, with operations in 45 countries across five sectors. Compass differentiates itself through its unique sectorization strategy, offering customized and innovative solutions to clients under leading brands within distinct sectors.
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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.