Jensen Quality Growth

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. 

Uncompromising Quality

Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.

All data as of December 31, 2020, *for a representative account of the Jensen Quality Growth Composite

25- 30
Portfolio Holdings
76 %
Active Share*
15 %
ROE Threshold
280
Qualifying Companies

How We Think

Holdings Update
12 March 2021
Holdings Update: Sell VFC
During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).
Holdings Update
12 March 2021
Holdings Update: Buy VRSK
We expect Verisk to grow and create business value due to pricing power, end market growth, and new product development.
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.
Videos
17 December 2020
Jensen's Client Service & Partnership
Richard Clark discusses Jensen's long-standing approach to quality client service and partnerships.
Insights
1 December 2020
Pfizer Update: Competitive Advantages of Vaccine Development
Pfizer won the world's first regulatory approval for a COVID-19 vaccine, but its leading role was not expected.
Insights
30 October 2020
Quality Growth Strategy Supports Carbon Reduction
Our portfolio companies play a prominent role in reducing or minimizing the amount of greenhouse gas (GHG) emissions caused by manufacturing and distribution and the amount of energy required to run their businesses.