The Jensen Investment Team added Amazon.com (AMZN) to the Quality Growth Strategy due its competitive-advantage trajectory, recent valuation, and risk profile.

The Jensen Investment Team added Broadcom (AVGO) to the Quality Growth Strategy due its improved visibility and strong business fundamentals.

The Jensen Investment Team added Motorola Solutions (MSI) to the Quality Growth Strategy due primarily to its stock valuation, business fundamentals, and competitive advantages.

The Fed’s interest rate cut has refocused attention on resilience. Jensen’s Adam Calamar explains why quality companies may be best placed to navigate a lower-rate environment.

The Jensen Investment Team sold portfolio holding Amphenol (APH) from the Quality Growth Strategy due to its elevated share price.

The Jensen Investment Team added Veeva Systems Inc. to the Quality Growth Strategy due to its fundamental attributes, stock valuation, and risk characteristics.

The Jensen Investment Team sold portfolio holding Home Depot (HD) from the Quality Growth Strategy due to its elevated valuation.

Jannis brings a deep global perspective and sector knowledge to Jensen’s Global Quality Growth Investment Team.

Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.

We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.

Experienced portfolio manager, Jeff Wilson, expands his role in strengthening Jensen’s long-term investment strategies.

Discover how Sherwin-Williams exemplifies quality investing principles through its sustainable pricing power, controlled distribution, and pro-centric market dominance in the North American paint industry.

What is the opportunity in the global markets? Jensen Portfolio Managers answer questions about the Jensen Global Quality Growth Strategy.

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.

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.