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Jensen News & Insights
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.
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.
Air Products (APD), a holding in the Jensen Quality Mid Cap Strategy, has transformed the production and distribution of gases and chemicals into a highly successful enterprise.