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ASML is a core holding of the Jensen Global Quality Growth Strategy due to its exceptional competitive advantages that have resulted in a 100% market share in the most complex chip making tools.
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Jensen hires Matt Murphy as relationship manager responsible for intermediary client coverage and business development in the eastern United States.
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Accenture, a leading global IT firm, stands as a cornerstone of Jensen’s Quality Growth and Global Quality Growth Strategies, reflecting our steadfast confidence in its fundamentals.
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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.
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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.
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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.