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ASML is a core holding of the Jensen Global Quality Growth Strategy due to its exceptional competitive advantages that have resulted in a 100% market share in the most complex chip making tools.
Jensen hires Matt Murphy as relationship manager responsible for intermediary client coverage and business development in the eastern United States.
The Jensen Investment Team adds Sherwin-Williams (SHW), a leading manufacturer and retailer of paint and coatings, to the Quality Growth Strategy.
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.
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 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.
Jensen Portfolio Manager Allen Bond discusses quality investing, stock valuation, how to manage risk and more on the Smart Money Circle Show with Adam Sarhan.
The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
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.
What is the opportunity in the global markets? Portfolio Managers Allen Bond, Kevin Walkush and Jeff Wilson 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.