September 2023
Holdings Update: Sell UPS
The Jensen investment team sold United Parcel Service (UPS) shares from the Quality Growth Strategy to take advantage of better opportunities within the Portfolio.
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2 min read
August 2023
Holdings Update: Sell BDX
Due to Becton Dickinson’s return on equity (ROE) falling below Jensen’s 15% threshold in its most recent fiscal year, the Investment Team has sold the position from the Jensen Quality Growth Strategy.
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August 2023
Quality Value Fund Update: Q2 2023
Join this webinar hosted by Portfolio Manager Kurt Havnaer for an update on the Jensen Quality Value Fund’s Q2 2023 performance, portfolio activity and outlook.
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August 2023
Quality Growth Fund Update: Q2 2023
Join this webinar hosted by Portfolio Manager Allen Bond for an update on the Jensen Quality Growth Fund’s Q2 2023 performance, portfolio activity and outlook.
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June 2023
Press Release: With Intelligence Names Jensen’s Tyra Pratt a 2023 “Rising Star”
Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.
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June 2023
Holdings Update: Buy KLA
KLA, a semiconductor production equipment manufacturer, was added to the Jensen Quality Growth and Global Quality Growth Strategies in June 2023.
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