
Holdings Update: Sell ADP
The Jensen Investment Team sold portfolio holding ADP from the Quality Growth Strategy as the outlook for growth and returns became less compelling.

The Jensen Investment Team sold portfolio holding ADP from the Quality Growth Strategy as the outlook for growth and returns became less compelling.

Portfolio Managers Allen Bond and Jeff Wilson host the 4Q 2025 Jensen Quality Growth Fund webinar, providing insights on the Fund’s quarterly performance, portfolio activity, and market outlook.

The Jensen Quality Growth ETF reached $124 million as of the close of 2025. The ETF was launched in August 2024, and is available on multiple platforms.

The Jensen Investment Team reviews 2025 market performance and offers a forward-looking outlook on economic trends, equity markets and key themes shaping 2026.

The Jensen Investment Team added Amazon.com (AMZN) to the Quality Growth Strategy due its competitive-advantage trajectory, recent valuation, and risk profile.

The Jensen Investment Team added Broadcom (AVGO) to the Quality Growth Strategy due its improved visibility and strong business fundamentals.