Jensen's Growth Due in Part to Reprints

When the professionals at Jensen Portfolio recognized they had a great story, they made the decision to tell it, in part, through a collection of reprints.

“Five years ago, with less than $100 million in assets, we knew we had a great story supported by a unique investment discipline and solid performance,” said Bob Millen, Principal at Jensen Investment Management in Portland, OR.

“Unfortunately, investors and advisors didn't know who we were and it was difficult to get noticed,” said Millen. They registered The Jensen Portfolio in all 50 states, achieved placement on the major fund supermarkets, and presented their story in a clear, compelling way to the nation’s business press.

Their portfolio managers made themselves available to share their thoughts about economic issues – as well as discuss their capabilities as a firm. The nation’s press, in turn, responded enthusiastically with positive coverage. That coverage, in effect, offered a valuable educational resource to a range of audiences from financial professionals to members of the public about The Jensen Portfolio’s expertise and experience.

“Our coverage resulted in numerous article reprints,” continued Millen. “And national television appearances gave us the credible, third-party endorsements we needed to be taken seriously by investors.”

Investors and advisors quickly beat a path to The Jensen Portfolio, which today has over $2.4 billion in assets.

And when the fund underperformed due to their commitment to out of-of-favor growth stocks, reprints continued to endorse the fund which stemmed redemptions.

Chet Currier, a Bloomberg mutual fund columnist and Jensen Portfolio shareholder, explained in a recent column why he will continue to invest with Jensen. “At all times, there is a lot to be said for preferring fund managers who don't waver during trying periods. That's what I plan to do here. Such managers may show no skill at timing the market; on the other hand, they are far less prone to pratfalls chasing every shift in the market winds.”