News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Insights
- Videos
Summit Series: Quality Companies
Join us in listening to the replay of the Summit Series where Jensen Portfolio Manager and Head of Research Allen Bond sits down with members of the investment team to discuss the market and portfolio holdings.
- Insights
Implications of Index Concentration on Equity Market Return Patterns
In more than three decades of quality investing, we have navigated economic cycles and witnessed the rise and fall of quite a few market darlings. Through it all, we have remained true to our investment discipline.
- Mutual Fund
Money Life Podcast Featuring Jensen’s Allen Bond
Portfolio Manager Allen Bond joins Chuck Jaffe of the Money Life Podcast to discuss Jensen’s methodology behind defining high-quality businesses and determining reasonable prices.
- Insights
Quality Down the Cap Spectrum
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Value Strategy offers a path to explore these quality mid-caps.
- News
Press Release: Managing Director Eric Schoenstein Will Retire in 2025
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
- Mutual Fund
Jensen Joins the Smart Money Circle Show
Jensen Portfolio Manager Allen Bond discusses quality investing, stock valuation, how to manage risk and more on the Smart Money Circle Show with Adam Sarhan.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large Cap Growth / Large Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Value
Capturing quality down the cap spectrum.
- Mid Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach