October 29, 2025
Jensen Quality Growth Fund: Estimated 2025 Capital Gains Distributions
View preliminary estimates of the Jensen Quality Growth Fund’s 2025 capital gains distribution.
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4 min read
October 28, 2025
Jensen Quality Mid Cap Fund: Estimated 2025 Capital Gains Distributions
View preliminary estimates of the Jensen Quality Mid Cap Fund’s 2025 capital gains distribution.
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October 27, 2025
Implications of Index Concentration on Equity Market Return Patterns
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.
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October 23, 2025
Holdings Update: Sell APH
The Jensen Investment Team sold portfolio holding Amphenol (APH) from the Quality Growth Strategy due to its elevated share price.
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October 2, 2025
Holdings Update: Buy VEEV
The Jensen Investment Team added Veeva Systems Inc. to the Quality Growth Strategy due to its fundamental attributes, stock valuation, and risk characteristics.
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October 1, 2025
Holdings Update: Sell HD
The Jensen Investment Team sold portfolio holding Home Depot (HD) from the Quality Growth Strategy due to its elevated valuation.
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