Explore the Jensen Quality Strategies
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- US Mid-Cap Blend / Mid-Cap Core
- Bottom-Up Fundamentals
- Global Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
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Jensen News & Insights
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.
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.
Investing outside of mega-caps and other high-flying stocks could be a hedge against a possible reversal of fortune for these companies.