News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Holdings Update
- News
Holdings Update: Sell META
Jensen sold its position in Meta Platforms, Inc. (META) due to concerns that rapidly increasing AI capital expenditures may not generate returns commensurate with the level of investment.
- News
Jensen Launches Rules-Based U.S. Quality Index Screening for a Decade of Consistent Profitability
Built on Jensen’s long-standing quality discipline, the Jensen U.S. Quality Index (JQUI) uses sustained profitability, eligibility and modified market-cap weighting to identify durable U.S. companies.
- Insights
Moat Durability in the AI Era
The AI-driven stock selloff is creating gaps between price and value. Jensen identifies companies that may have durable moats and long-term upside.
- Insights
Quality Comes into Focus as Interest Rates Decline
The Fed’s interest rate cut has refocused attention on resilience. Jensen’s Adam Calamar explains why quality companies may be best placed to navigate a lower-rate environment.
- Insights
Déjà Vu All Over Again?
AI beneficiaries now dominate the S&P 500, with the top 10 stocks exceeding 40% of index weight. Jensen explores the market context, parallels to prior concentration periods and how quality firms adapt.
- Insights
Implications of Index Concentration on Equity Market Return Patterns
Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Active Management
- Benchmark: S&P 500 Index
- Number of Holdings: 25-30
Quality Mid Cap
Capturing quality down the cap spectrum.
- Mid-Cap Blend / Mid-Cap Core
- Active Management
- Benchmark: MSCI US Mid Cap 450 Index
- Number of Holdings: 30-50
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Growth / Large-Cap Core
- Active Management
- Benchmark: MSCI ACWI Index
- Number of Holdings: 25-40
U.S. Quality Universe
A rules-based application of our quality discipline.
- US Large-Cap Blend / Large-Cap Core
- Passive Management
- Benchmark: Jensen U.S. Quality Index
- Number of Holdings: 100