Jensen Investment Management
Jensen Global Quality Growth Equity Composite
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Jensen Investment Management for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Jensen (Net)
- YTD+6.0%index +11.3%
- 1Y+9.8%index +23.7%
- 3Y · /yr+10.1%index +19.7%
- 5Y · /yr+7.2%index +11.0%
- Inception · /yr+11.7%index +16.2%
Index: MSCI ACWI NR
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Jensen Global Quality Growth Equity Composite | +6.0% | +9.8% | +10.1% | +7.2% | +11.7% |
| MSCI ACWI NR | +11.3% | +23.7% | +19.7% | +11.0% | +16.2% |
Calendar years
- 2025+10.5%index +22.3%
- 2024+10.6%index +17.5%
- 2023+17.6%index +22.2%
- 2022−17.1%index −18.4%
- 2021+24.7%index +18.5%
Since inception: Since Inception (05/01/2020)
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
During the quarter, we initiated positions in two quality companies, TJX Companies (TJX) and Amphenol Corporation (APH).
We also harvested gains in Meta (META) and Microsoft (MSFT) following strong share-price appreciation and reallocated capital to more attractively priced opportunities.
We also exited Copart (CPRT), a position we’ve been decreasing over time due to deteriorating competitive advantages.
We also harvested gains in Meta (META) and Microsoft (MSFT) following strong share-price appreciation and reallocated capital to more attractively priced opportunities.
These changes included the full sale of Broadridge (BR) and Equifax (EFX).
These changes included the full sale of Broadridge (BR) and Equifax (EFX).
During the quarter, we initiated positions in two quality companies, TJX Companies (TJX) and Amphenol Corporation (APH).
Also held
Its investment theses
- TJX CompaniesJun 2026TJX Companies is a new position selected for its resilient end markets, attractive reinvestment opportunities, compounding growth runway, and appealing quality-growth valuation.
- EquifaxJun 2026Equifax is described as an exited holding because rapid technological change increased uncertainty around its long-term competitive environment and moat.
- Alimentation Couche-TardJun 2026Alimentation Couche-Tard is held as an enduring franchise with a resilient business model, dependable cash generation, and durable market position.