Jensen Quality Value

A consistent, sustainable investment process is vital to weathering all economic climates. The strength of our investment philosophy is based on an unwavering commitment to investing in quality businesses. 

Jensen's Perspective

Capturing Quality Down The Cap Spectrum

Jensen believes that investing in companies with solid competitive advantages and clearly identifiable catalysts should drive growth, profitability, and free cash flow. 

All data as of December 31, 2022. *For a representative account of the Jensen Quality Value Composite

Miscellaneous 79 final EXPLORE VEHICLES
30- 50
Portfolio Holdings
93 %
Active Share*
15 %
ROE Threshold
290
Qualifying Companies

How We Think

Insights
15 March 2023
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
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News
9 March 2023
Press Release: Three New Equity Ownership Shareholders
We are pleased to welcome Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership.
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Videos
7 February 2023
Ask a Portfolio Manager: Episode 2
Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.
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Insights, News
21 December 2022
Financial Planning
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
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Insights
14 December 2022
A History of Quality Investing
Jensen’s unique approach to “quality” helps investors deal with market uncertainty
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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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