Year in Review: 2022

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.

Holdings Update: Sell CTSH

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.

Holdings Update: Sell MMM

Due to concerns about the deterioration of business fundamentals, the investment team sold long-term holding 3M from the Jensen Quality Growth Strategy.

A Global Perspective 

Why Jensen analyst Apurva Parikh believes quality companies can thrive regardless of market conditions 

Financial Planning

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).