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 September 30, 2022, *for a representative account of the Jensen Quality Value Composite

30- 50
Portfolio Holdings
94 %
Active Share*
15 %
ROE Threshold
290
Qualifying Companies

How We Think

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.
false
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.
true
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.
false
Company Highlight
8 July 2022
Company Highlight: Mastercard
The Buy Now Pay Later (BNPL) trend has the potential to disrupt established payment providers. Read our analysis of whether Mastercard's products are at risk.
true
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.
false
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.
false