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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How Jensen Invests
30 May 2023
Reasons to Be Fearful? It Depends
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.
26 April 2023
Quality Steps Up As Banks Tumble
A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.
15 March 2023
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
9 March 2023
Animal Spirits Podcast: Investing in Quality Growth
Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.
9 March 2023
Press Release: Three New Equity Ownership Shareholders
We are pleased to welcome Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership.
7 February 2023
Ask a Portfolio Manager: Episode 2
Portfolio Managers Eric Schoenstein and Allen Bond answer questions about the most important things FAs can tell their clients right now.
17 January 2023
With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)