December 4, 2025
Holdings Update: Sell ZTS
The Jensen Investment Team sold portfolio holding Zoetis (ZTS) from the Quality Growth Strategy due to a constrained outlook for its short- and long-term growth.
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3 min read
December 4, 2025
Holdings Update: Sell ACN
The Jensen Investment Team sold portfolio holding Accenture (ACN) from the Quality Growth Strategy and allocated sale proceeds toward more attractive opportunities.
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December 2, 2025
Holdings Update: Buy AMZN
The Jensen Investment Team added Amazon.com (AMZN) to the Quality Growth Strategy due its competitive-advantage trajectory, recent valuation, and risk profile.
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December 2, 2025
Holdings Update: Buy AVGO
The Jensen Investment Team added Broadcom (AVGO) to the Quality Growth Strategy due its improved visibility and strong business fundamentals.
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December 2, 2025
Holdings Update: Buy MSI
The Jensen Investment Team added Motorola Solutions (MSI) to the Quality Growth Strategy due primarily to its stock valuation, business fundamentals, and competitive advantages.
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November 25, 2025
Quality Comes into Focus as Interest Rates Decline
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.
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