News & Insights

A curated selection of market insights, trends, updates and more from Jensen's portfolio managers and business analysts.

Insights

Scenic photo of a highway winding through a curvy, forested area

Around the Bend: What to Tell Clients in Difficult Markets

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?

Click here

Insights, Videos

Oregon Coast Crater Lake Scenic

Animal Spirits Podcast: Investing in Quality Growth

Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.

Click here

Insights

Pfizer: Short-Term Noise or Long-Term Benefits?

Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.

Click here

Insights

liquor bottles on shelf

How Diageo Is Serving Up Higher Profits with a Focus on Premium Spirits

With its marketing and distribution muscle, Diageo (DEO) can get its products in stores and bars everywhere. They also have deep pockets to buy up artisanal brands that have already built a following.

Click here

Insights

With Covid Stumbles Behind It, AstraZeneca’s Superior Pipeline Can Shine

AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.

Click here

Insights

With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever

The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)

Click here

Insights

red train driving through flatlands

Canadian National Railway Is a Cash Generation Powerhouse

With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.

Click here

Insights

Construction workers standing on a makeshift structure

Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks

With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.

Click here

Insights, News

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).

Click here

Insights

How Intuit Creates Staying Power

Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades

Click here

Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

Global Quality Growth

Quality is location and domicile agnostic.

Quality Value

Capturing quality down the cap spectrum.