Webinar: Ask a PM – Episode 2

Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.

Ask a Portfolio Manager: Episode 2

Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.

2022 Quality Value Fund Annual Webinar

Join Jensen Portfolio Manager Kurt Havnaer for an annual overview of the Jensen Quality Value Fund’s 2022 performance, portfolio activity and future outlook.

Year in Review: 2022

U.S. equity markets are poised to post a double-digit decline in 2022. On a year-to-date basis through November 30th, the total return for the S&P 500 Index was -13.11%. Assuming no dramatic change in market levels, this would mark the first annual market decrease since 2018.

Financial Planning

In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).