
Holdings Update: Buy VEEV
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 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.
In its first year, JGRW achieved steady growth and adoption, offering investors an accessible, high-conviction ETF.
Portfolio Manager Allen Bond and Business Analyst Kimberlee Millar host the 2Q 2025 Jensen Quality Growth Fund webinar, providing insights on the Fund’s quarterly performance, portfolio activity, and market outlook.
The Jensen Investment Team sold long-term portfolio holding, Johnson & Johnson, from the Quality Growth Strategy due to the stock’s recent price appreciation.