Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of December 31, 2023. *For a representative account of the Jensen Quality Growth Equity Composite
- 25-30Portfolio Holdings
- 76%Active Share*
- 15% ROE Threshold
- 320Qualifying Companies
How We Think
The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
What is the opportunity in the global markets? Portfolio Managers Allen Bond, Kevin Walkush and Jeff Wilson answer questions about the Jensen Global Quality Growth Strategy.
The Jensen Investment Team recently sold TJX Companies from the Quality Growth Strategy due to elevated stock price valuation.
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.
The Jensen Investment Team recently sold Johnson & Johnson from the Global Quality Growth Strategy.
The Jensen Investment Team adds Waters Corporation (WAT), an analytical laboratory instrument and software company, to the Global Quality Growth Strategy.
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
The Jensen Investment Team adds ASML Holding, a semiconductor production equipment manufacturer, to the Global Quality Growth Strategy.