Jensen’s pursuit of quality defines us. For equities, either through separate stock holdings or the proprietary Jensen mutual funds, our belief is that enduring wealth can be created by owning great companies that consistently create shareholder value over long periods of time. For fixed income securities and cash equivalents we embrace high quality investments, minimizing exposure to interest rate swings.
Our commitments are to our clients and our process. As an employee-owned firm our decisions are never beholden to a parent company or the outside influence of a third party. This allows us to plan for the future, aligning our interests with yours and never wavering from the fact that if we do the right thing, our clients will be in a position to succeed.
By embracing a team approach, our clients work with an expert, dedicated group of wealth management professionals who know them and their families. We also welcome and encourage the opportunity to work with other professionals to ensure that Jensen portfolios are correctly aligned with a client’s objectives.
To the benefit of our clients, the concept of transparency is viewed differently at Jensen. We offer a straightforward fee schedule—our clients know exactly what they’re paying for investment management services. Jensen does not receive any trading commissions. We also don’t collect soft-dollar fees that, in other firms, might be associated with third-party research services. We have our own in-house, in-depth research, which is a significant perk to working with Jensen.
Jensen also invites clients into our processes. If you want to know more, you have full access to how we choose the companies of the Jensen Quality Universe. Learn what matters to our diligent process and how we balance our findings with a company’s management, products, forecasts, facilities.
Our research is 100% internal and fundamentally-driven. Our team of Portfolio Managers analyze the quality companies comprising our client accounts in-depth. It’s this layer of knowledge, which we impart to our clients, that leads to peace of mind as investors have a firm understanding of the businesses they own.