Join this webinar hosted by Portfolio Manager Kevin Walkush and Business Analyst Jannis Fingberg for an update on the Jensen Quality Growth Fund’s 1Q 2025 performance, portfolio activity and outlook.
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
The Jensen Investment Team added a new position in Nvidia (NVDA) to the Quality Growth and Global Quality Growth Strategies.
The Jensen Investment Team elected to sell Texas Instruments Inc (TXN) from the Jensen Quality Growth Strategy to focus on more attractive investment opportunities.
The Jensen Investment Team elected to sell Nike Inc (NKE) from the Jensen Quality Growth Strategy due to a deterioration in business fundamentals.
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