Jensen Investment Management Launches the Jensen Quality Growth ETF (NYSE:JGRW)
13 Agosto 2024 - 11:00AM
Business Wire
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.
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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