The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JGRW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JGRW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.
Say hello to its new, more tax-efficient self.
Dan Culloton
Director
Summary
A pending retirement and new vehicle do not diminish Jensen Quality Growth’s advantages.