Jensen Quality Growth ETF (JGRW) Surpasses $100 Million in Assets Under Management
MWN-AI** Summary
Jensen Investment Management has announced a significant milestone for its Quality Growth ETF (NYSE: JGRW), achieving over $100 million in assets under management, specifically reaching $124 million by December 31, 2025. Launched in August 2024, JGRW offers investors a concentrated portfolio of 25-30 U.S. large-cap companies focused on long-term capital appreciation, rooted in Jensen’s Quality Growth Strategy developed over three decades.
Richard Clark, managing director at Jensen, emphasized that the ETF’s growth reflects the increasing demand for flexible access to their quality investment philosophy, which is made available through multiple vehicles including mutual funds, separate accounts, and ultra-managed accounts (UMA). Allen Bond, portfolio manager at the firm, highlighted the focus on companies with strong business models and disciplined capital allocation as well as the importance of addressing various risk dimensions through competition and rigorous valuation assessments.
Managed by a seasoned investment team from Lake Oswego, Oregon, the ETF employs a disciplined, bottom-up investment approach, leveraging collaborative research and a commitment to long-term stewardship. Investors are cautioned that investing in the fund carries risks, including the potential loss of principal and the inherent volatility of the markets. The ETF, as a non-diversified fund, may be more sensitive to market changes and concentrated in fewer issuers, which could impact returns.
For further information on the Jensen Quality Growth ETF, investors are directed to visit the firm’s website at www.jenseninvestment.com/etf. With this achievement, Jensen continues to assert its commitment to quality investing, positioning itself as a robust player in the asset management landscape.
MWN-AI** Analysis
The Jensen Quality Growth ETF (JGRW) recently surpassed $100 million in assets under management, signaling a strong market demand for its investment strategy. With $124 million reported by December 31, 2025, the ETF has established a solid investor base since its launch in August 2024. This rapid growth can be attributed to Jensen Investment Management's well-respected Quality Growth Strategy, which has a proven track record of delivering long-term capital appreciation focused on U.S. large-cap companies.
Investors should take note of the ETF's concentrated portfolio of 25-30 companies, selected based on rigorous fundamental analysis emphasizing high return on shareholder equity and competitive advantages. These characteristics can provide a cushion during market downturns, given the inherent stability of quality businesses. The comprehensive approach to assessing risk enhances JGRW's appeal, particularly in turbulent market conditions.
However, potential investors should be aware of the risks inherent in investing in a non-diversified fund, which JGRW is characterized as. Although this focus on fewer companies may yield higher returns, it can also lead to increased sensitivity to market fluctuations. As larger companies may struggle to maintain high growth rates compared to smaller counterparts, investors must carefully evaluate their risk tolerance and investment horizon.
As JGRW continues to deliver on its promise of disciplined long-term growth, investors looking for a quality-focused ETF may find it a compelling addition to their portfolios. Diversifying across various strategies and asset classes remains vital, but for those willing to embrace the potential volatility associated with a concentrated investment approach, JGRW offers a robust option for capital appreciation. Investors should monitor market conditions and be ready to adjust their positions accordingly to protect against potential downturns while capitalizing on growth opportunities.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Jensen Investment Management ("Jensen"), a 100% employee-owned active equity investment management firm, today announced that its Quality Growth ETF (NYSE: JGRW) has surpassed $100 million in assets under management, reaching $124 million as of December 31, 2025. The actively managed ETF, which launched in August 2024, is available on multiple platforms.
The Jensen Quality Growth ETF offers investors exposure to a concentrated portfolio of 25-30 U.S. large-cap companies focused on long-term capital appreciation. The ETF is underpinned by Jensen’s Quality Growth Strategy , established over 30 years ago. Companies are selected based on fundamental analysis, a long-term record of persistently high returns on shareholder equity, competitive advantages, and free cash flow.
“Surpassing $100 million in AUM in our Quality Growth ETF underscores investor demand for flexible access to Jensen’s Quality Growth investment philosophy ,” said Richard Clark, managing director at Jensen Investment Management. “By offering our strategy in multiple vehicles – mutual fund, ETF, separate account, and UMA – we are giving investors more choice in how they engage with our disciplined, long-term approach to quality investing.”
"Quality businesses are well positioned for long-term value creation," said Allen Bond, portfolio manager at Jensen Investment Management. "Our investment philosophy focuses on identifying companies with strong business models and disciplined capital allocation, while seeking to address multiple dimensions of risk through assessment of competitive position and rigorous valuation work.”
JGRW is managed by Jensen’s experienced investment team based in Lake Oswego, Oregon, combining deep institutional knowledge with a forward-looking perspective on quality investing. The team applies a consistent, bottom-up investment discipline supported by collaborative research, thoughtful portfolio construction, and a strong culture of accountability and long-term stewardship.
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260202063773/en/
Richard Clark
rclark@jenseninvestment.com
Media inquiries
pr@jenseninvestment.com
FAQ**
How does the investment strategy of the Jensen Quality Growth ETF JGRW differentiate from traditional passive ETFs in terms of company selection and portfolio construction?
Given the recent success of the Jensen Quality Growth ETF JGRW surpassing $100 million in AUM, what specific market trends are contributing to this growing demand for actively managed ETFs?
What safeguards does Jensen Investment Management have in place to manage risks associated with the concentrated portfolio of the Jensen Quality Growth ETF JGRW?
How does the long-term performance history of firms selected for the Jensen Quality Growth ETF JGRW support its investment thesis focused on persistent high returns on shareholder equity?
**MWN-AI FAQ is based on asking OpenAI questions about Jensen Quality Growth ETF (NYSE: JGRW).
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