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 September 30, 2021, *for a representative account of the Jensen Quality Growth Composite

25- 30
Portfolio Holdings
77 %
Active Share*
15 %
ROE Threshold
320
Qualifying Companies

How We Think

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.
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.
News
30 June 2021
Press Release: Kevin Walkush appointed Head of ESG
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
Holdings Update
10 June 2021
Holdings Update: Buy MMC
We expect MMC to continue to grow through a combination of organic growth arising from strong underlying demand for its brokerage and consulting services.
Insights
3 June 2021
Inflation Resilience
Interest rates are rising in unison with inflation expectations. The resultant pressure on stock prices is twofold, one direct and one more subtle.
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”).