Jensen Investment Management
Jensen Quality Mid Cap Composite
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 13 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
- YTD−0.2%index +14.4%
- 1Y−2.3%index +22.6%
- 3Y · /yr+4.4%index +16.7%
- 5Y · /yr+3.7%index +8.5%
- Inception · /yr+8.3%index +12.4%
Index: MSCI US Mid Cap 450 Index
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Jensen Quality Mid Cap Composite | −0.2% | −2.3% | +4.4% | +3.7% | +8.3% |
| MSCI US Mid Cap 450 Index | +14.4% | +22.6% | +16.7% | +8.5% | +12.4% |
Calendar years
- 2025−2.3%index +11.3%
- 2024+9.8%index +17.2%
- 2023+18.9%index +14.5%
- 2022−15.5%index −16.9%
- 2021+28.1%index +24.0%
- 2020+15.1%index +19.8%
- 2019+26.8%index +30.6%
- 2018−8.7%index −8.1%
- 2017+15.6%index +20.3%
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, the Quality Mid-Cap Investment Team initiated a position in Cintas Corporation (CTAS) and liquidated Best Buy Co., Inc. (BBY).
During the quarter, the Quality Mid-Cap Investment Team initiated a position in Cintas Corporation (CTAS) and liquidated Best Buy Co., Inc. (BBY).
During the quarter, we reduced the Portfolio’s position in Keysight Technologies, Inc. (KEYS), a manufacturer of instruments used in the design, simulation, manufacture, and testing of electronic systems.