Jensen Investment Management: New Quality Growth ETF (NYSE : JGRW)

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. Email not displaying correctly? [View it in your browser](. Exciting News: The Jensen Quality Growth Strategy Is Now Available as a High-Conviction ETF NYSE:JGRW JGRW focuses on 25-35 high-quality U.S. large-cap companies with strong balance sheets and sustainable competitive advantages. Actively managed by our Quality Growth team, JGRW seeks long-term capital appreciation with less risk than the S&P500 in a more accessible, transparent and cost-effective vehicle with a management fee of 0.57% Experience Jensen’s Long-standing Growth Philosophy Through a Convenient ETF Structure Quality as a Cornerstone: High-quality companies have historically demonstrated greater resilience during market stress. Our rigorous criteria, focusing on consistent, long-term return on equity (ROE) performance, aim to identify these businesses. Valuation Discipline in Volatile Markets: Market fluctuations can present attractive opportunities, but valuation discipline is paramount. Our three-stage discounted cash flow (DCF) model factors each growth stage of a company, including evolving cash flows and risk profiles. Long-term Perspective: Short-term market movements often reflect sentiment; fundamentals drive long-term returns. Our low-turnover strategy is designed to harness the compounding potential of high-quality businesses over full market cycles. [Learn More about the Jensen Quality Growth ETF]( [Sign Up for Our Mailing List]( --------------------------------------------------------------- About Us: Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. Located in Oregon, 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. Jensen Quality Strategies: [Jensen Quality Growth: Mutual Fund, SMA, UMA, CIT/CIF, and ETF]( [Jensen Global Quality Growth: Mutual Fund, SMA, and UMA]( [Jensen Quality Value: Mutual Fund, SMA, and UMA]( --------------------------------------------------------------- Return on Equity (ROE): Is equal to a company’s after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year. Discounted Cash Flow (DCF): Analysis uses future free cash flow projections and discounts them (most often using the weighted average cost of capital) to arrive at a present value, which is used to evaluate the potential for investment. 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.jensenivestment.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. The Jensen Quality Growth ETF is distributed by Foreside Fund Services, LLC. Copyright © 2024, All rights reserved. [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602