Jensen’s Perspective
Quality is Location and Domicile Agnostic
Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of September 30, 2023. *For a representative account of the Jensen Global Quality Growth Equity Composite
- 25-40Portfolio Holdings
- 85%Active Share*
- 15% ROE Threshold
- 10Countries Represented
How We Think

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.

What is the opportunity in the global markets? Portfolio Managers Allen Bond, Kevin Walkush and Jeff Wilson answer questions about the Jensen Global Quality Growth Strategy.

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.

The Jensen Investment Team recently sold Johnson & Johnson from the Global Quality Growth Strategy.

The Jensen Investment Team adds Waters Corporation (WAT), an analytical laboratory instrument and software company, to the Global Quality Growth Strategy.

Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.

The Jensen Investment Team adds ASML Holding, a semiconductor production equipment manufacturer, to the Global Quality Growth Strategy.

Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.

KLA, a semiconductor production equipment manufacturer, was added to the Jensen Quality Growth and Global Quality Growth Strategies in June 2023.

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.

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?

Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.

We are pleased to announce the promotion of Adam Dunn to Director of Trading and Jeff Wilson to Portfolio Manager.

AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.

With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.

In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).

Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades

Microsoft’s deep and sustainable competitive advantages serve as a cornerstone of their success and is a demonstration of an unwavering commitment to quality.