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Jensen Client Service and Partnership

December 2020
Headshot of Jensen employee Richard Clark
Richard Clark
Director,
Sales & Marketing

Related Insights

Jensen News & Insights
News
30 June 2021
Press Release: Kevin Walkush appointed Head of ESG
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
Holdings Update
10 June 2021
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.
Insights
3 June 2021
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.
News
17 March 2021
Press Release: Quality Value Team Promotions
We are pleased to announce that Tyra Pratt, CFA, and Jorge Rivas, CFA, have been promoted to Portfolio Managers on the Jensen Quality Value Investment Team.
Company Highlight
16 March 2021
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
12 March 2021
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
12 March 2021
Holdings Update: Buy VRSK
We expect Verisk to grow and create business value due to pricing power, end market growth, and new product development.