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Jensen sells McDonald’s from its Quality Growth Strategy amid concerns over traffic, pricing flexibility, franchisee tension, execution and long-term growth.

The Jensen Investment Team added Intuitive Surgical to its Quality Growth Strategy, citing durable competitive advantages, earnings stability, attractive valuation and long-term growth potential.

The Jensen Investment Team added American Express to its Quality Growth Strategy based in part on the company’s resilient spending trends, strong capital returns and diversification benefits.

The Jensen U.S. Quality Index ETF brings Jensen’s longstanding quality discipline to a rules-based investment approach focused on sustained profitability.

Jensen sold its position in Meta Platforms, Inc. (META) due to concerns that rapidly increasing AI capital expenditures may not generate returns commensurate with the level of investment.

Portfolio Manager Jeff Wilson and Managing Director Richard Clark host the 2Q 2026 Jensen Quality Growth Fund webinar, providing insights on the Fund’s quarterly performance, portfolio activity, and market outlook.