June 2025
Holdings Update: Buy LLY
The Jensen Investment Team added a new position in Eli Lilly and Co to the Quality Growth Strategy due to its long runway for growth supported by strong fundamentals.
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4 min read
June 2025
Holdings Update: Sell UNH
The Jensen Investment Team sold the Quality Growth Strategy’s position in UnitedHealth Group due to a significant shift in the company’s risk profile.
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June 2025
Holdings Update: Sell PEP
The Jensen Investment Team sold the Jensen Quality Growth Strategy’s position in PepsiCo due to uncertainty surrounding earnings, cash flow and revenue growth.
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June 2025
Holdings Update: Buy META
The Jensen Investment Team added a new position in Meta Platforms to the Quality Growth Strategy due to its competitive advantages and history of value creation.
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May 2025
Quality Growth Fund Update: 1Q 2025
Join this webinar hosted by Portfolio Manager Kevin Walkush and Business Analyst Jannis Fingberg for an update on the Jensen Quality Growth Fund’s 1Q 2025 performance, portfolio activity and outlook.
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April 2025
Volatility is Back. What Now?
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
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