News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Holdings Update
Holdings Update: Buy TJX
The Jensen Investment Team initiated a position in The TJX Companies, highlighting its market leadership, earnings stability, and long-term growth potential.
- Holdings Update
Holdings Update: Buy IDXX
The Jensen Investment Team added IDEXX Laboratories (IDXX) to the Quality Growth Strategy, citing strong fundamentals, recurring revenue and high customer retention.
- Holdings Update
Holdings Update: Buy CTAS
The Jensen Investment Team added Cintas (CTAS) to the Quality Growth Strategy due to its strong fundamentals, competitive advantages, and attractive valuation.
- Holdings Update
Holdings Update: Sell INTU
The Jensen Investment Team sold Intuit (INTU) from the Quality Growth Strategy, citing concerns over AI disruption, competitive advantages, and earnings predictability.
- Holdings Update
Holdings Update: Buy APH
The Jensen Investment Team reestablished a position in Amphenol (APH) for the Quality Growth Strategy following an improved growth outlook.
- Insights
Moat Durability in the AI Era
The AI-driven stock selloff is creating gaps between price and value. Jensen identifies companies that may have durable moats and long-term upside.
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