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, 2021, *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

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?
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.