New Jensen Growth ETF Uses Established Strategy

With the launch of JGRW, Jensen is now offering additional access to the firm’s Jensen Quality Growth Strategy. This strategy aims to provide long-term capital appreciation, with the added benefits of downside mitigation and 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&P500 over full market cycles. Our experienced Investment Team is committed to delivering a conservative investment approach that aligns with our clients’ long-term goals.”

JGRW is an actively managed ETF that operates with a net expense ratio of 0.57%. The fund uses a bottom-up screening process to cultivate a portfolio of 25-30 large-cap offerings.

The ETF invests a wide majority of assets toward securities that match the company’s quality and growth criteria. By doing so, JGRW aims to produce a portfolio of positive-performing companies that can weather various historical and market movements.

Notably, Jensen considers a “quality” company to be one that provides a return on equity of at least 15% for 10 or more consecutive years. Other company characteristics under scrutiny include projected earnings growth, trailing revenue and earnings growth, and a company’s ability to grow from free cash flow, among other factors.

JGRW will always own securities of at least 15 different companies within its portfolio. Additionally, the fund intends to be fully invested at all times. That can either be in publicly traded common stocks or other equity securities.

Jensen noted that it has been using its large-cap growth strategy for over 35 years. By investing in JGRW, investors can access an established large-cap growth strategy along with the tax-efficient benefits of the ETF

For more information, please visit VettaFi.com | ETF Trends.