LAKE OSWEGO, Ore.--(BUSINESS WIRE)--Jensen Investment Management, a 100% employee owned investment management firm founded in 1988, is pleased to announce the launch of a new mutual fund: the Jensen Global Quality Growth Fund (Retail Share Class: JGQSX, Institutional Share Class: JGQIX and Zero Revenue Sharing Share Class: JGQYX).
The Fund is co-managed by Eric Schoenstein, Allen Bond, CFA®, Rob McIver, and Kevin Walkush, MBA, and is supported by Jeff Wilson, CFA®, Apurva Parikh, CFA®, and the Jensen Research Team. The Fund employs the same investment philosophy that Jensen has utilized since its inception more than 30 years ago with holdings derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity.
“Jensen’s unwavering commitment to quality investing has been our hallmark for more than three decades. The pursuit of quality defines us, and the strength of our investment approach has been built on a long-term perspective and a commitment to owning quality businesses.” said Jensen Managing Director, Robert McIver. “That now applies to both domestic and global markets.”
We believe the launch of The Jensen Global Quality Growth Fund will help facilitate access to Jensen’s high conviction, long-term investment approach for those investors who seek quality global equity exposure.
“Over our 30+ year history we have successfully managed quality strategies that comprise companies domiciled in the United States. We have spent decades observing and researching both the domestic and global competitive advantages of the companies included in the Jensen Quality Universe” said Jensen Managing Director, Eric Schoenstein.
“In our view, quality is location and domicile agnostic but economic exposure matters” added Jensen Managing Director, Allen Bond, CFA®. “As with all things at Jensen, we have devoted a great deal of care and consideration in evaluating the impact of this launch on our current clients.”
As of March 31, 2020, Jensen manages approximately $9.3 billion across three investment strategies, Jensen Quality Growth, Jensen Global Quality Growth and Jensen Quality Value.
Jensen is 100% employee owned and as of March 31, 2020, the firm’s ownership is diversified between approximately 50% of Jensen’s 33 employees.
For more information contact: Dorothy Friedrich, Director of Marketing at:
DFriedrich@jenseninvestment.com | (503) 726-2042
The Fund's investment objective, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus contain this and other important information about the investment company, and it may be obtained by calling 800.992.4144. Read it carefully before investing.
Mutual fund investing involves risk, and principal loss is possible. The Fund invests in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The prices of growth stocks may be sensitive to changes in current or expected earnings, may experience larger price swings and may be out of favor with investors at different periods of time.
Return on Equity (ROE): Is equal to a company’s after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year.
The Jensen Funds are distributed by Quasar Distributors, LLC.
For use with Media Outlets and Institutional Investors Only – Not for Distribution to the Retail Public.