Explore the Jensen Quality Strategies
Quality Growth
> U.S. Large-Cap Blend
> Bottom-Up Fundamentals
Quality Mid Cap
> U.S. Mid-Cap Blend
> Bottom-Up Fundamentals
Global Quality Growth
> Global Large-Cap Growth
> Bottom-Up Fundamentals
Related Insights
Jensen News & Insights

Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.

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

For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.

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

Read our analysis on how Jensen portfolio companies are positioned to navigate the evolving tariff landscape. For most of our holdings, tariffs represent a manageable business challenge rather than an existential threat. 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.

