Jensen Investment Management has launched its first exchange traded fund – Jensen Quality Growth ETF (JGRW), featuring U.S. large-cap companies.
The fund focuses on “high-quality companies with sustainable competitive advantages” and is designed for long-term capital appreciation with less risk than securities markets over full market cycles, according to Jensen, an employee-owned equity investment management firm.
Managed by Jensen’s Investment Team based in Lake Oswego, Ore., the fund’s portfolio consists of 25 to 35 U.S. companies with a return on equity of 15% or more for 10 consecutive years. Stocks in the fund include MFST, Alphabet, Apple, Accenture, Intuit.
“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.”
