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 March 31, 2022, *for a representative account of the Jensen Quality Growth Composite

25- 30
Portfolio Holdings
75 %
Active Share*
15 %
ROE Threshold
320
Qualifying Companies

How We Think

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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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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Company Highlight
9 November 2021
Company Highlight: Equifax
Equifax is a global data, analytics and technology company headquartered in Atlanta, Georgia. The company is one of the leading credit bureaus in the U.S., providing critical services for lenders’ credit decisions and helps lower financing costs for borrowers.
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Holdings Update
28 September 2021
Holdings Update: Buy APH
Due to an improved growth outlook, we now view Amphenol (APH) shares as attractively valued and are pleased to resume a stake in what we consider a quality growth business.
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