Deep Dive: How this stock fund routinely beats the S&P 500

The Jensen Quality Growth Fund has been one of the best-performing large-cap growth funds over the past few years, even as the stock market has hit plenty of potholes and many other active fund managers have lagged behind the market.

The fund focuses on just a modest number of high-conviction picks, investing in companies with very long track records of generating high returns on equity and that meet other criteria.

Eric Schoenstein, one of the fund’s seven co-managers, believes his firm’s long-term stock-picking strategy is a winner in any market environment, even when “on a general basis, the fundamentals do not support these valuations across the board,” as is the case today.

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