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, 2023. *For a representative account of the Jensen Quality Value Composite
- 30-50Portfolio Holdings
- 93%Active Share*
- 15% ROE Threshold
- 275Qualifying Companies
How We Think
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Value Strategy offers a path to explore these quality mid-caps.
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
Investing outside of mega-caps and other high-flying stocks could be a hedge against a possible reversal of fortune for these companies.
Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?