News & Insights

A curated selection of market insights, trends, updates and more from Jensen's portfolio managers and business analysts.

Insights, News

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Reasons to Be Fearful? It Depends

While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.

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Insights

Quality Steps Up As Banks Tumble

A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.

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Insights

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Around the Bend: What to Tell Clients in Difficult Markets

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?

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Insights, Videos

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Animal Spirits Podcast: Investing in Quality Growth

Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.

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Insights

Pfizer: Short-Term Noise or Long-Term Benefits?

Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.

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Insights

liquor bottles on shelf

How Diageo Is Serving Up Higher Profits with a Focus on Premium Spirits

With its marketing and distribution muscle, Diageo (DEO) can get its products in stores and bars everywhere. They also have deep pockets to buy up artisanal brands that have already built a following.

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Insights

With Covid Stumbles Behind It, AstraZeneca’s Superior Pipeline Can Shine

AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.

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Insights

With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever

The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)

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Insights

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Canadian National Railway Is a Cash Generation Powerhouse

With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.

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Insights

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Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks

With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.

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Explore the Jensen Quality Strategies

Explore the Jensen Quality Strategies

Quality Growth

30+ years of unwavering commitment to quality.

Global Quality Growth

Quality is location and domicile agnostic.

Quality Value

Capturing quality down the cap spectrum.