Uncompromising Quality.
Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. The firm focuses on companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity.
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Explore the Jensen Quality Strategies
- U.S. Large-Cap Blend
- Bottom-Up Fundamentals
- U.S. Mid-Cap Blend
- Bottom-Up Fundamentals
- Global Large-Cap Growth
- Bottom-Up Fundamentals
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Jensen News & Insights
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.
Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.
Jannis brings a deep global perspective and sector knowledge to Jensen’s Global Quality Growth Investment Team.
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.
Read our analysis on how Jensen portfolio companies are positioned to navigate the evolving tariff landscape. For most of our holdings, tariffs represent a manageable business challenge rather than an existential threat. 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.