News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Company Highlight
Company Highlight: Accenture (ACN)
Accenture, a leading global IT firm, stands as a cornerstone of Jensen’s Quality Growth and Global Quality Growth Strategies, reflecting our steadfast confidence in its fundamentals.
- Insights
- Videos
Summit Series: Quality Companies
Join us in listening to the replay of the Summit Series where Jensen Portfolio Manager and Head of Research Allen Bond sits down with members of the investment team to discuss the market and portfolio holdings.
- Insights
Implications of Index Concentration on Equity Market Return Patterns
In more than three decades of quality investing, we have navigated economic cycles and witnessed the rise and fall of quite a few market darlings. Through it all, we have remained true to our investment discipline.
- Insights
Quality Down the Cap Spectrum
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Value Strategy offers a path to explore these quality mid-caps.
- News
Press Release: Managing Director Eric Schoenstein Will Retire in 2025
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
- Insights
Canadian National Railway: Why Artificial Intelligence Is Revolutionizing Freight
The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large Cap Growth / Large Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Value
Capturing quality down the cap spectrum.
- Mid Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach