Explore the Jensen Quality Strategies
- U.S. Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- U.S. Mid-Cap Blend / Mid-Cap Core
- Bottom-Up Fundamentals
- Global Large-Cap Growth / Large-Cap Core
- Bottom-Up Fundamentals
Related Insights
Jensen News & Insights
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.
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.
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 Value Strategy offers a path to explore these quality mid-caps.
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
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.
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.