Strategies
The Jensen investment philosophy is based on an unwavering commitment to investing in quality businesses. Our portfolio managers work together, bringing diverse perspectives and a broad spectrum of business experience to every investment decision.
Meet the Investment Teams
As of September 30, 2024, the Jensen Quality Value Strategy was renamed the Jensen Quality Mid Cap Strategy.
How We Think
We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.
Welcome to the Jensen Summit Series, which features our investment experts providing in-depth analysis of key market trends and their potential impact on investment strategies.
Air Products (APD), a holding in the Jensen Quality Mid Cap Strategy, has transformed the production and distribution of gases and chemicals into a highly successful enterprise.
Jensen proudly announces the promotion of Richard Clark to Managing Director, a move that reinforces the firm’s strategic growth and dedication to its client-focused, quality-driven investment philosophy.
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Mid Cap Strategy offers a path to explore these quality mid-caps.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.