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How We Think
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.
The Jensen Investment Team recently sold Moody’s from the Quality Growth Strategy.
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.
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.
The Investment Team added McDonald’s (MCD) to the Jensen Quality Growth Strategy due to its dominant market position and strong competitive advantages.
The Jensen Investment Team sold portfolio holding Pfizer (PFE) from the Jensen Quality Growth Strategy due to a deterioration in the company’s business fundamentals.
The Jensen Investment Team adds Zoetis (ZTS), a company specializing in animal health, to the Quality Growth and Global Quality Growth Strategies.
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.
How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
Some investors may focus on short-term stock fluctuations and speculative gains, but stock prices are dynamic and influenced by various factors, and can often overshadow a company’s long-term potential.
As many analysts can be overly reliant on earnings per share (EPS) when evaluating a prospective investment, we try to eschew emotional reactions to market fluctuations, viewing price drops as potential opportunities rather than setbacks.
Successful market timing can boost short-term returns, but it is fraught with risks and challenges — boosting returns in this manner consistently is incredibly difficult, if not impossible.