Reasons to Be Fearful? It Depends
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.
Quality Value Fund Update: Q1 2023
Join Jensen Portfolio Manager Kurt Havnaer for a quarterly update of the Jensen Quality Value Fund’s Q1 2023 performance, portfolio activity and future outlook.
Quality Growth Fund Update: Q1 2023
Join Jensen Portfolio Manager Kevin Walkush for an overview of Q1 2023 performance, portfolio activity, market trends, and future outlook.
Quality Steps Up As Banks Tumble
A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?
Animal Spirits Podcast: Investing in Quality Growth
Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.
Press Release: Three New Equity Ownership Shareholders
We are pleased to welcome Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership.
Pfizer: Short-Term Noise or Long-Term Benefits?
Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.
Press Release: Promotions of Adam Dunn and Jeff Wilson
We are pleased to announce the promotion of Adam Dunn to Director of Trading and Jeff Wilson to Portfolio Manager.
How Diageo Is Serving Up Higher Profits with a Focus on Premium Spirits
With its marketing and distribution muscle, Diageo (DEO) can get its products in stores and bars everywhere. They also have deep pockets to buy up artisanal brands that have already built a following.