News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Insights
Implications of Index Concentration on Equity Market Return Patterns
Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.
- News
Press Release: Jannis Fingberg Promoted to Portfolio Manager of the Global Quality Growth Investment Team
Jannis brings a deep global perspective and sector knowledge to Jensen’s Global Quality Growth Investment Team.
- Insights
The Case for Mid-Caps: A Smarter Way to Balance Portfolios in 2025
For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.
- Insights
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.
- Insights
Navigating the Tariff Landscape: A Balanced Portfolio Perspective
Read our analysis on how Jensen portfolio companies are positioned to navigate the evolving tariff landscape. For most of our holdings, tariffs represent a manageable business challenge rather than an existential threat. Read our full analysis
- News
Press Release: Jensen Announces Employees to Join Ownership of Firm
We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Mid Cap
Capturing quality down the cap spectrum.
- Mid-Cap Blend / Mid-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Growth / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach