Archives: Insights

Holdings Update: Buy MMC

We expect MMC to continue to grow through a combination of organic growth arising from strong underlying demand for its brokerage and consulting services.

Inflation Resilience

Interest rates are rising in unison with inflation expectations. The resultant pressure on stock prices is twofold, one direct and one more subtle.

Quality Growth Fund Webinar – Q1 2021

Kevin Walkush Portfolio Manager Click here for a current Fund prospectus. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. Mutual fund investing involves risk. Principal loss is possible. The prices of […]

Company Highlight: Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading semiconductor chip foundry. As a foundry, TSMC manufactures chips on behalf of customers with the most cutting-edge manufacturing capabilities as defined by node size.

Holdings Update: Sell VFC

During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).

Holdings Update: Buy VRSK

We expect Verisk to grow and create business value due to pricing power, end market growth, and new product development.

Quality Investing Headwinds

Our analysis suggests that high-quality stocks are caught between momentum growth sentiment on one side and a wave of government stimulus benefiting low-quality businesses on the other.

Company Highlight: Compass Group

Compass Group PLC is the largest food service company in the world, with operations in 45 countries across five sectors. Compass differentiates itself through its unique sectorization strategy, offering customized and innovative
solutions to clients under leading brands within distinct sectors.