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 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 100% of the manager's regulatory AUM.

JENSEN INVESTMENT StockAlpha

+0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JENSEN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PEP 6.21% Cons. Staples -6.83% -0.12% 0 25%
BDX 6.06% Health -7.9% -0.21% 2 13%
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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 INVESTMENT Portfolio Concentration

JENSEN INVESTMENT Location

5300 MEADOWS ROAD
SUITE 250
LAKE OSWEGO, Oregon
UNITED STATES, 97035-8234

JENSEN INVESTMENT Contact Information

Phone Number: 503-726-4384
Fax Number: 503-726-4385
Website:

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