Jensen Quality Growth Cohort
Our investment team pares down the Jensen Quality Universe to create a focused cohort of fewer than 320 U.S. Equities to perform further screening
- Geographic location in U.S
- Market capitalization above $1 Billion
- ROE greater than 15% for each of the last ten years as determined by the Investment Team
In addition to managing quality, long-term investment portfolios, a key component of our Private Client service is helping our clients create an executable plan for their future.