Jensen Investment Management Launches the Jensen Quality Growth ETF (NYSE:JGRW)
Jensen Investment Management has launched the Jensen Quality Growth ETF (NYSE:JGRW), an actively managed exchange-traded fund offering access to their Quality Growth Strategy. This high-conviction U.S. large-cap ETF with a growth tilt focuses on quality companies demonstrating consistent performance and resilience. The ETF maintains a concentrated portfolio of 25-30 stocks selected through rigorous analysis from companies with a return on equity of 15% or more for 10 consecutive years.
Designed for long-term investors seeking capital appreciation with less risk than the S&P 500 over full market cycles, JGRW aims to provide a conservative investment approach aligned with clients' long-term goals. The ETF is managed by Jensen's Investment Team based in Lake Oswego, Oregon.
Jensen Investment Management ha lanciato il Jensen Quality Growth ETF (NYSE:JGRW), un fondo comune d'investimento quotato attivamente gestito che offre accesso alla loro Strategia di Crescita di Qualità. Questo ETF americano large-cap ad alta convinzione, con un orientamento alla crescita, si concentra su aziende di qualità che dimostrano prestazioni costanti e resilienza. L'ETF mantiene un portafoglio concentrato di 25-30 azioni selezionate attraverso un'analisi rigorosa di compagnie con un ritorno sul capitale proprio del 15% o più per 10 anni consecutivi.
Progettato per investitori a lungo termine in cerca di apprezzamento del capitale con meno rischi rispetto all'S&P 500 nel corso di cicli di mercato completi, JGRW mira a fornire un approccio conservativo agli investimenti allineato con gli obiettivi a lungo termine dei clienti. L'ETF è gestito dal Team di Investimento di Jensen, con sede a Lake Oswego, Oregon.
Jensen Investment Management ha lanzado el Jensen Quality Growth ETF (NYSE:JGRW), un fondo cotizado en bolsa gestionado activamente que ofrece acceso a su Estrategia de Crecimiento de Calidad. Este ETF estadounidense de gran capitalización con una inclinación por el crecimiento se centra en empresas de calidad que demuestran un rendimiento constante y resiliencia. El ETF mantiene una cartera concentrada de 25-30 acciones seleccionadas a través de un riguroso análisis de empresas con un retorno sobre el equity del 15% o más durante 10 años consecutivos.
Diseñado para inversores a largo plazo que buscan apreciación de capital con menos riesgo que el S&P 500 a lo largo de ciclos de mercado completos, JGRW tiene como objetivo proporcionar un enfoque de inversión conservador alineado con los objetivos a largo plazo de los clientes. El ETF es gestionado por el Equipo de Inversiones de Jensen, con sede en Lake Oswego, Oregón.
젠슨 투자 관리가 젠슨 퀄리티 성장 ETF (NYSE:JGRW)를 출시했습니다. 이는 자사의 품질 성장 전략에 접근할 수 있는 능동적으로 관리되는 상장지수펀드입니다. 이 성장 중심의 미국 대형주 ETF는 일관된 성과와 회복력을 보여주는 품질 높은 회사들에 초점을 맞춥니다. ETF는 10년 연속으로 15% 이상의 자기자본수익률을 기록한 기업들로부터 철저한 분석을 통해 선택된 25-30개의 주식으로 구성된 집중 포트폴리오를 유지합니다.
전체 시장 주기에서 S&P 500보다 낮은 위험으로 자본 증가를 추구하는 장기 투자자를 위해 설계된 JGRW는 고객의 장기 목표에 맞춘 보수적인 투자 접근 방식을 제공하는 것을 목표로 합니다. 이 ETF는 오리건주 레이크 오스웨고에 본사를 둔 젠슨 투자 팀이 관리합니다.
Jensen Investment Management a lancé le Jensen Quality Growth ETF (NYSE:JGRW), un fonds négocié en bourse à gestion active offrant un accès à leur Stratégie de Croissance de Qualité. Cet ETF américain à grande capitalisation avec un biais à la croissance se concentre sur des entreprises de qualité montrant des performances constantes et une résilience. L'ETF maintient un portefeuille concentré de 25 à 30 actions sélectionnées par une analyse rigoureuse d'entreprises ayant un rendement des capitaux propres d'au moins 15 % pendant 10 années consécutives.
Conçu pour les investisseurs à long terme cherchant une appréciation du capital avec moins de risques que le S&P 500 sur l'ensemble des cycles de marché, JGRW vise à fournir une approche d'investissement conservatrice alignée sur les objectifs à long terme des clients. L'ETF est géré par l'équipe d'investissement de Jensen basée à Lake Oswego, Oregon.
Jensen Investment Management hat den Jensen Quality Growth ETF (NYSE:JGRW) eingeführt, einen aktiv verwalteten, börsengehandelten Fonds, der Zugang zu ihrer Qualitätswachstumsstrategie bietet. Dieser Hochüberzeugungs-ETF für große US-Unternehmen mit Wachstumsfokus konzentriert sich auf Qualitätsunternehmen, die konsistente Leistungen und Resilienz zeigen. Der ETF führt ein konzentriertes Portfolio von 25-30 Aktien, die durch eine gründliche Analyse von Unternehmen mit einem Eigenkapitalrendite von 15 % oder mehr über 10 aufeinanderfolgende Jahre ausgewählt wurden.
Dieser ETF wurde für langfristige Anleger konzipiert, die eine Kapitalwertsteigerung mit geringerem Risiko als der S&P 500 über vollständige Marktzyklen suchen. JGRW zielt darauf ab, einen konservativen Investitionsansatz zu bieten, der mit den langfristigen Zielen der Kunden in Einklang steht. Der ETF wird vom Investmentteam von Jensen mit Sitz in Lake Oswego, Oregon, verwaltet.
- Launch of a new ETF (JGRW) providing access to Jensen's Quality Growth Strategy
- Concentrated portfolio of 25-30 high-quality stocks
- Focus on companies with consistent 15%+ ROE for 10 consecutive years
- Aims for capital appreciation with less risk than S&P 500 over full market cycles
- None.
Insights
The launch of Jensen's Quality Growth ETF (JGRW) is a strategic move in the competitive ETF market. With its focus on high-quality, large-cap U.S. stocks and a concentrated portfolio of 25-30 companies, JGRW differentiates itself through stringent selection criteria. The 10-year, 15% ROE requirement suggests a focus on consistently profitable companies, which could appeal to risk-averse investors seeking stable growth.
However, the concentrated nature of the portfolio may lead to higher volatility compared to more diversified ETFs. The active management approach could potentially outperform passive indices, but it also comes with higher fees. Investors should weigh the potential for alpha generation against the cost structure.
While the launch expands Jensen's product offering, its impact on the firm's financials will depend on the ETF's ability to attract assets in a crowded market. The success of JGRW could position Jensen more competitively in the growing ETF space.
Jensen's entry into the ETF market with JGRW reflects the ongoing trend of active managers adapting to changing investor preferences. ETFs have seen significant inflows in recent years, with U.S. ETF assets reaching
The focus on quality growth aligns with current market sentiment, as investors seek resilient companies amidst economic uncertainties. However, the success of JGRW will depend on its performance relative to both passive and active competitors, as well as its ability to differentiate in a saturated large-cap growth space.
Jensen's emphasis on tax efficiency and long-term capital appreciation could resonate with investors looking for a buy-and-hold strategy. The ETF's reception will be a key indicator of the market's appetite for actively managed, quality-focused ETFs in the current economic climate.
The Jensen Quality Growth ETF is a high-conviction
"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
For more information about the Jensen Quality Growth ETF, please visit www.jenseninvestment.com/etf.
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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Media inquiries pr@jenseninvestment.com
Source: Jensen Investment Management
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