Today, Jensen Investment Management launched its first ever ETF – Jensen Quality Growth ETF (JGRW). A high-conviction, U.S. large-cap ETF embodying Jensen’s long-standing investment philosophy.
About the ETF:
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Focuses on high-quality companies with sustainable competitive advantages.
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Aims for long-term capital appreciation with potentially less risk than the overall securities markets over full market cycles.
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Actively manages by the Jensen Quality Growth investment team
Key Features:
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Emphasis on durability of profits.
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Rigorous, button-up selection process focusing on quality companies that have demonstrated consistent performance and resilience over time.
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Concentrated portfolio of 25-35 high-quality U.S. companies that have passed Jensen's rigorous selection process, from a universe of companies with a return on equity of 15% or more for 10 consecutive years.
Jensen Investment Management Launches the Jensen Quality Growth ETF (NYSE:JGRW)
LAKE OSWEGO, Ore. — August 13, 2024 — Jensen Investment Management, (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce the launch of the Jensen Quality Growth ETF (JGRW). Set to begin trading today, this actively managed exchange-traded fund (ETF) seeks to provide investors with access to Jensen's Quality Growth Strategy in a convenient, tax-efficient vehicle.
The Jensen Quality Growth ETF is a high-conviction U.S. large-cap ETF with a growth tilt. The ETF’s investment approach is rooted in bottom-up fundamental analysis, focusing on quality companies that have demonstrated consistent performance and resilience over time. The ETF will maintain a concentrated portfolio of 25-30 stocks that have passed Jensen's rigorous selection process, from a universe of companies with a return on equity of 15% or more for 10 consecutive years.
"We are excited to offer investors access to our Quality Growth Strategy through the Jensen Quality Growth ETF," said Richard Clark, head of business development at Jensen Investment Management. "This ETF is designed for long-term investors seeking capital appreciation with less risk than the S&P 500 over full market cycles. Our experienced Investment Team is committed to delivering a conservative investment approach that aligns with our clients' long-term goals."
The ETF will be managed by Jensen's Investment Team based in Lake Oswego, Oregon.
About Jensen Investment Management
Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. The firm focuses on companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity. For more information, please visit www.jenseninvestment.com.
DISCLOSURES:
The Jensen Quality Growth ETF is distributed by Foreside Fund Services, LLC.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For prospectus or summary prospectus with this and other information about the Fund, please visit our website at www.jenseninvestment.com/etf. Read the prospectus carefully before investing.
Investing involves risk including the possible loss of principal.
The market value of stocks held by the Fund may decline over a short, or even an extended period of time, resulting in a decrease in the value of a shareholder’s investment. The Fund is non-diversified and is permitted to invest a greater portion of its assets in the securities of a smaller number of issuers than would be permissible if it were a “diversified” fund and therefore, it may be more sensitive to market changes than a diversified fund. Larger, more established companies may be unable to respond quickly to new competitive challenges such as changes in consumer tastes or innovative smaller competitors. Also, large-cap companies are sometimes unable to attain the high growth rates of successful, smaller companies, especially during extended periods of economic expansion. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors have a limited track record on which to base their investment decision. ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
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