News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Holdings Update
Holdings Update: Buy IDXX
The Jensen Investment Team added IDEXX Laboratories (IDXX) to the Quality Growth Strategy, citing strong fundamentals, recurring revenue and high customer retention.
- Holdings Update
Holdings Update: Buy CTAS
The Jensen Investment Team added Cintas (CTAS) to the Quality Growth Strategy due to its strong fundamentals, competitive advantages, and attractive valuation.
- Holdings Update
Holdings Update: Sell INTU
The Jensen Investment Team sold Intuit (INTU) from the Quality Growth Strategy, citing concerns over AI disruption, competitive advantages, and earnings predictability.
- Holdings Update
Holdings Update: Buy APH
The Jensen Investment Team reestablished a position in Amphenol (APH) for the Quality Growth Strategy following an improved growth outlook.
- 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.
- Holdings Update
Holdings Update: Sell ADP
The Jensen Investment Team sold portfolio holding ADP from the Quality Growth Strategy as the outlook for growth and returns became less compelling.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Mid Cap
Capturing quality down the cap spectrum.
- Mid-Cap Blend / Mid-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Growth / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach