Jensen sells McDonald’s from its Quality Growth Strategy amid concerns over traffic, pricing flexibility, franchisee tension, execution and long-term growth.

The Jensen Investment Team added Intuitive Surgical to its Quality Growth Strategy, citing durable competitive advantages, earnings stability, attractive valuation and long-term growth potential.

The Jensen Investment Team added American Express to its Quality Growth Strategy based in part on the company’s resilient spending trends, strong capital returns and diversification benefits.

Jensen sold its position in Meta Platforms, Inc. (META) due to concerns that rapidly increasing AI capital expenditures may not generate returns commensurate with the level of investment.

Built on Jensen’s long-standing quality discipline, the Jensen U.S. Quality Index (JQUI) uses sustained profitability, eligibility and modified market-cap weighting to identify durable U.S. companies.

The AI-driven stock selloff is creating gaps between price and value. Jensen identifies companies that may have durable moats and long-term upside.

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.

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

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.