Jensen Quality Value

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. 

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

30- 50
Portfolio Holdings
93 %
Active Share*
15 %
ROE Threshold
290
Qualifying Companies

How We Think

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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Company Highlight
7 March 2022
Company Highlight: Encompass Health
We added Encompass Health to the Jensen Quality Value Strategy in October 2017 due to its attractive valuation, competitive advantages, and growth prospects.
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Company Highlight
7 March 2022
Company Highlight: Tractor Supply
Tractor Supply, the largest farm and ranch retailer in the U.S., has an impressive track record of delivering sustainable growth in a highly fragmented market. We added Tractor Supply to the Jensen Quality Value Strategy in August 2017.
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Insights
7 March 2022
Quality Assurance: Why Encompass Health is a Standout Pick
Not many businesses can succeed in the healthcare industry, but Encompass Health is one of them. Discover what secret sauce this portfolio company used to become the fourth largest acute-care provider in the country.
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Insights
7 March 2022
How Kevin Walkush Finds Quality Stocks Through an ESG Lens
Portfolio Manager Kevin Walkush discusses his views on quality investing and how he embraces ESG to find quality stocks.
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Insights
7 March 2022
Tractor Supply: An Underappreciated Gem
Home Depot and Lowe’s may dominate home improvement. But in exurbs and rural communities, Tractor Supply is the go-to source for livestock and gardening products. Learn how Jensen zeroed in on Tractor Supply’s underappreciated appeal to a loyal customer base.
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