The Jensen Investment Team added a new position in Eli Lilly and Co to the Quality Growth Strategy due to its long runway for growth supported by strong fundamentals.

The Jensen Investment Team sold the Quality Growth Strategy’s position in UnitedHealth Group due to a significant shift in the company’s risk profile.

The Jensen Investment Team sold the Jensen Quality Growth Strategy’s position in PepsiCo due to uncertainty surrounding earnings, cash flow and revenue growth.

The Jensen Investment Team added a new position in Meta Platforms to the Quality Growth Strategy due to its competitive advantages and history of value creation.

Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.

The Jensen Investment Team added a new position in Nvidia (NVDA) to the Quality Growth and Global Quality Growth Strategies.

We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.

Experienced portfolio manager, Jeff Wilson, expands his role in strengthening Jensen’s long-term investment strategies.

Discover how Sherwin-Williams exemplifies quality investing principles through its sustainable pricing power, controlled distribution, and pro-centric market dominance in the North American paint industry.

Air Products (APD), a holding in the Jensen Quality Mid Cap Strategy, has transformed the production and distribution of gases and chemicals into a highly successful enterprise. 

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.

Jensen Portfolio Manager Allen Bond discusses quality investing, stock valuation, how to manage risk and more on the Smart Money Circle Show with Adam Sarhan.

The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.

How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.

There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.