Strategies
The Jensen investment philosophy is based on an unwavering commitment to investing in quality businesses. Our portfolio managers work together, bringing diverse perspectives and a broad spectrum of business experience to every investment decision.
Meet the Investment Teams
How We Think
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.
For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Mid Cap Strategy offers a path to explore these quality mid-caps.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.