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, 2022. *For a representative account of the Jensen Quality Growth Equity Composite

25- 30
Portfolio Holdings
76 %
Active Share*
15 %
ROE Threshold
320
Qualifying Companies

How We Think

Insights
17 January 2023
With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)
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Insights
2 January 2023
Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks
With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.
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Holdings Update
23 December 2022
Holdings Update: Sell CTSH
The Jensen investment team decided to sell long-term holding Cognizant Technology Solutions from the Jensen Quality Growth Strategy due to concerns about the deterioration of business fundamentals.
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Holdings Update
23 December 2022
Holdings Update: Sell MMM
Due to concerns about the deterioration of business fundamentals, the investment team sold long-term holding 3M from the Jensen Quality Growth Strategy.
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Insights, News
21 December 2022
Financial Planning
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
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Insights
16 December 2022
How Intuit Creates Staying Power
Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades
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