Jensen’s Perspective
Capturing Quality Down The Cap Spectrum
Jensen believes that investing in companies with solid competitive advantages and clearly identifiable catalysts should drive growth, profitability, and free cash flow.
All data as of June 30, 2023. *For a representative account of the Jensen Quality Value Composite
- 30-50Portfolio Holdings
- 93%Active Share*
- 15% ROE Threshold
- 290Qualifying Companies
How We Think

Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.

While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.

A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?

Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.

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).