News & Insights

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

News
4 August 2022
Press Release: Phil Bennett Joins Jensen
On July 11, 2022, Phil Bennett joined Jensen as its new Director of Institutional Sales and Client Service.
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Videos, Webinar
2 August 2022
ESG Investing Webinar
Join Portfolio Manager Kevin Walkush for an in-depth discussion on how Jensen integrates ESG into its investment process.
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Videos
29 July 2022
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.
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Company Highlight
8 July 2022
Company Highlight: Mastercard
The Buy Now Pater Later (BNPL) trend has the potential to disrupt established payment providers. Read our analysis of whether Mastercard's products are at risk.
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Holdings Update
22 June 2022
Holdings Update: Buy Ball Corp
The Jensen Investment Team adds Ball Corporation (BALL) to the Quality Growth Portfolios.
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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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Holdings Update
6 April 2022
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.
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Holdings Update
6 April 2022
Holdings Update: Sell GIS
The Jensen Investment Team sells the Quality Growth Strategy's remaining position of General Mills (GIS).
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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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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.