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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.

Built on Jensen’s long-standing quality discipline, the Jensen U.S. Quality Index (JQUI) uses sustained profitability, eligibility and modified market-cap weighting to identify durable U.S. companies.

The Jensen Investment Team initiated a position in The TJX Companies, highlighting its market leadership, earnings stability, and long-term growth potential.

Portfolio Manager Allen Bond hosts the 1Q 2026 Jensen Quality Growth Fund webinar, providing insights on the Fund’s quarterly performance, portfolio activity, and market outlook.

The AI-driven stock selloff is creating gaps between price and value. Jensen identifies companies that may have durable moats and long-term upside.