JENSEN INVESTMENT Overview
Jensen Investment Management Inc is an investment advisor that manages 6.7 BN dollars in regulatory AUM and has 26 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 8BN in positions, representing 119% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 8BN in positions, representing 119% of the manager's regulatory AUM.
JENSEN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JENSEN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BDX | 6.34% | Health | -9.46% | -0.28% | 2 | 20% | ||
| MSFT | 5.87% | Tech | -11.64% | 0.3% | 0 | 41% | ||
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FEATURED IN
JENSEN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Zagunis | Vice President And Secretary, Managing Director | February-2007 |
| David G. Mertens | Vice President And Managing Director | February-2007 |
| Eric H. Schoenstein | Vice President And Managing Director | February-2007 |
| Brian S. Ferrie | Vice President, Treasurer, Managing Director | July-2012 |
| Robert D. Mciver | President And Managing Director | February-2007 |
| Thomas R. Smith | Director Of Operations & Information Systems, Managing Director | January-2012 |
| Gabriel L. Goddard | Chief Compliance Officer & General Counsel | September-2012 |
JENSEN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JENSEN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Jensen’s Investment Universe
The focus of Jensen’s investment strategies is on the management of high quality equity portfolios that are derived from a select universe of companies that have produced a long-term record of persistently high returns on shareholder equity. Jensen believes that the long-term returns generated by the stock and dividends of a quality business reflect its long-term growth in earnings and free cash flow. Jensen also believes that sustainable competitive advantages and persistent, strong business performance can yield long-term growth in earnings and capital appreciation, while reducing investment risk. Based upon Jensen’s experience and academic research, quality growth companies maintain high return on equity and utilize growing free cash flow to invest in their competitive advantages and deliver shareholder value.
Company specific exter...
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Jensen’s Investment Universe
The focus of Jensen’s investment strategies is on the management of high quality equity portfolios that are derived from a select universe of companies that have produced a long-term record of persistently high returns on shareholder equity. Jensen believes that the long-term returns generated by the stock and dividends of a quality business reflect its long-term growth in earnings and free cash flow. Jensen also believes that sustainable competitive advantages and persistent, strong business performance can yield long-term growth in earnings and capital appreciation, while reducing investment risk. Based upon Jensen’s experience and academic research, quality growth companies maintain high return on equity and utilize growing free cash flow to invest in their competitive advantages and deliver shareholder value.
Company specific exter...
Unlock Full Investment Process Description
JENSEN INVESTMENT Portfolio Concentration
JENSEN INVESTMENT Location
5300 MEADOWS ROAD
SUITE 250
LAKE OSWEGO, Oregon
UNITED STATES, 97035-8234
SUITE 250
LAKE OSWEGO, Oregon
UNITED STATES, 97035-8234
JENSEN INVESTMENT Contact Information
Phone Number: 503-726-4384
Fax Number: 503-726-4385
Website: https://www.jenseninvestment.com
Fax Number: 503-726-4385
Website: https://www.jenseninvestment.com
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