Join Jensen Portfolio Manager Rob McIver for an overview of 4Q 2022 performance, portfolio activity, market trends, and future outlook.
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)
With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.
U.S. equity markets are poised to post a double-digit decline in 2022. On a year-to-date basis through November 30th, the total return for the S&P 500 Index was -13.11%. Assuming no dramatic change in market levels, this would mark the first annual market decrease since 2018.
With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.
The Jensen investment team decided to sell long-term holding Cognizant Technology Solutions from the Jensen Quality Growth Strategy due to concerns about the deterioration of business fundamentals.
Due to concerns about the deterioration of business fundamentals, the investment team sold long-term holding 3M from the Jensen Quality Growth Strategy.
Why Jensen analyst Apurva Parikh believes quality companies can thrive regardless of market conditions
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).