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News & Insights

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

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Insights

Low-Quality Rally Sets the Stage for High-Quality Opportunities

The past 18 months presented a complex market landscape. While overall equity returns were strong, this performance was largely driven by a select group of megacap growth stocks.

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Company Highlight

Company Highlight: ASML (ASML.AS)

ASML is a core holding of the Jensen Global Quality Growth Strategy due to its exceptional competitive advantages that have resulted in a 100% market share in the most complex chip making tools.

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News

Matt Murphy Joins Jensen as Relationship Manager for Eastern U.S. Intermediary Territory

Jensen hires Matt Murphy as relationship manager responsible for intermediary client coverage and business development in the eastern United States.

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Company Highlight

Company Highlight: Accenture (ACN)

Accenture, a leading global IT firm, stands as a cornerstone of Jensen’s Quality Growth and Global Quality Growth Strategies, reflecting our steadfast confidence in its fundamentals.

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Insights
Videos

Summit Series: Quality Companies

Join us in listening to the replay of the Summit Series where Jensen Portfolio Manager and Head of Research Allen Bond sits down with members of the investment team to discuss the market and portfolio holdings.

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Insights

Implications of Index Concentration on Equity Market Return Patterns

In more than three decades of quality investing, we have navigated economic cycles and witnessed the rise and fall of quite a few market darlings. Through it all, we have remained true to our investment discipline.

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