Jensen Investment Management

Jensen Investment Management
Commentary

Jensen Investment Management Launches the Jensen Quality Growth ETF
by Jensen Investment Management, 8/14/24

The Jensen Quality Growth ETF is a high-conviction U.S. large-cap ETF with a growth tilt. The ETF’s investment approach is rooted in bottom-up fundamental analysis, focusing on quality companies that have demonstrated consistent performance and resilience over time.
Webinar

The Evolution of Value Investing
by Adam Calamar, CFA, Richard Clark, Kurt Havnaer, CFA, Tyra Pratt, CFA, Jorge Rivas, CFA, and Eric Schoenstein of Jensen Investment Management, 4/13/21

Quality investing has a long-term track record of outperformance that has stood the test of time. Value investing, on the other hand, has struggled in the last decade, leading some to question its merits. But one strategy, the Jensen Quality Value Strategy, has a long history of successfully combining the two: buying high-quality companies below their intrinsic value and outperforming its mid-cap value peers.
Webinar

Do you really know what you own?
by Eric Schoenstein & Richard Clark of Jensen Investment Management, 5/14/20

At Jensen Investment Management, our pursuit of quality defines us. Since 1988, we have brought clients an unwavering dedication to a consistent investment process while striving to provide exceptional client service. The strength of our investment philosophy is built on a long-term perspective and a commitment to investing in quality businesses. We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market.

It is that unwavering commitment to quality that has driven successful outcomes for both individual and institutional investors for more than three decades. Please join us for this webinar where we will discuss why quality investing is not just for fixed income, why indexing may not be appropriate in this market cycle and why active share matters.
White Paper

Return on Equity: A Compelling Case for Investors
by Jensen Investment Management, 4/19/16
At Jensen, we believe that Return on Equity (ROE) is a very useful criterion for identifying companies that have the potential to provide attractive returns over long periods of time. Our experience and research suggest that our requirement of consistently high Return on Equity results in a universe of high-quality, profitable companies that are able to generate returns above their costs of capital in a variety of circumstances and economic environments. Further, we believe that this universe produces companies with sustainable competitive advantages, strong growth potential and stocks with a lower beta relative to broad market indices.
Commentary

Dcf Vs. Multiples
by Kurt Havnaer of Jensen Investment Management, 8/8/13
Valuing a stock is arguably one of the investment managers most difficult tasks. A variety of tools and methodologies exist to value equities, and the assumptions used in those are estimates of future unknowns. According to Aswath Damodaran, a valuation expert and finance professor at New York University, multiples are the most common method used by investors to value stocks.
Commentary

Understanding the Investment Process at Jensen Investment Management - Step One: Return on Equity
by Team of Jensen Investment Management, 6/15/11
We believe that Return on Equity is a very useful criterion for identifying companies that have the potential to provide attractive returns over long periods of time. Our experience and research suggest that our requirement of consistently high Return on Equity results in a universe of high-quality, profitable companies that are able to generate returns above their costs of capital in a variety of circumstances and economic environments. This paper serves to illustrate the reasons why we use Return on Equity the way we do, and why we use it for the first step of our investment process.
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