Jensen Quality Growth ETF Marks One-Year Anniversary with Steady Growth
Built on more than 30 years of investment discipline, JGRW applies Jensen’s time-tested investment philosophy, rooted in an unwavering commitment to investing in quality businesses. JGRW targets companies with a consistent 10-year history of 15 percent or greater return on equity, are in excellent financial condition, and capable of sustaining outstanding business performance, aiming to deliver long-term capital appreciation while mitigating downside risk.
Since its inception, JGRW has grown to
“This milestone reflects our continued commitment to disciplined investing and making our strategy more accessible to a wider range of investors,” said Allen Bond, Managing Director and Portfolio Manager. “JGRW delivers the same quality-focused, long-term approach that has defined our firm for decades, now in a structure that offers added liquidity and tax efficiency.”
“We launched JGRW to meet growing demand from advisors and investors looking for high-conviction strategies in a modern ETF wrapper,” said Richard Clark, Managing Director, Business Development at Jensen. “We’re proud of the progress over this first year and energized by the conversations we’re having with new investors and platform partners.”
For additional details and performance data, please visit: www.jenseninvestment.com/etf
About Jensen Investment Management
Founded in 1988, Jensen Investment Management is an independent, active equity manager with an unwavering commitment to quality. The firm invests exclusively in companies with a long-term record of consistently high returns on equity. Its approach is rooted in disciplined fundamental research, a focus on downside protection, and high-conviction portfolio construction. Jensen is based in
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 http://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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Carla Fortuna, 718.607.5189
cfortuna@montiethco.com
Source: Jensen Investment Management
