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Quality
Our unwavering commitment to all things quality starts with the character of our people, the culture we promote, and the companies in which we invest. The pursuit of quality defines us.
Independence
Independence is core to who we are. It means more to us than a business structure: it is a state of being, one that is necessary to engender original thinking and a culture of conviction.
Collaboration
Investing is a collaborative endeavor built on trust. It’s this trust in one another that gives us the confidence to communicate openly, honestly, and directly, both internally and with our clients.
Diversity, Equity & Inclusion at Jensen
At Jensen, collaboration and teamwork are essential to everything we do. To work together in the best interests of our clients and employees, we strive to operate in an inclusive environment that welcomes, respects, and affirms everyone’s inherent dignity, value, and uniqueness.
We honor our commitment to Diversity, Equity & Inclusion through participation in employee resource groups, requiring firmwide DE&I training, and engaging with outside organizations that support our ongoing mission.
Diversity:
The representation of different and unique identities, characteristics, experiences, and perspectives. These differences include but are not limited to race, ethnicity, culture, gender, sexual orientation, socioeconomic status, age, physical and cognitive abilities, national origin, religious and political beliefs, education, marital status, language, veteran status, worldviews, and other characteristics and ideologies.
Equity:
The proactive integration of practices, attitudes, and actions that produce equitable access, opportunities, treatment, impacts, and outcomes for Jensen’s employees, clients, and business partners.
Inclusion:
Working together to create an open and welcoming environment that respects and affirms the inherent dignity, value, and uniqueness of all individuals and groups. Inclusive practices reflect awareness and understanding of the complexity of identity and the diversity in the world.
Get to Know Us
How We Think
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.
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.
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.
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.
The Fed’s interest rate cut has refocused attention on resilience. Jensen’s Adam Calamar explains why quality companies may be best placed to navigate a lower-rate environment.