News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Insights
Canadian National Railway: Why Artificial Intelligence Is Revolutionizing Freight
The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
- Insights
Artificial Intelligence’s Impact Can Be Felt Reverberating Across Investor Portfolios
How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
- Insights
GLP-1: Market Confusion Creates Opportunities for Patient Investors
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
- Videos
Ask a Portfolio Manager: Episode 3
What is the opportunity in the global markets? Portfolio Managers Allen Bond, Kevin Walkush and Jeff Wilson answer questions about the Jensen Global Quality Growth Strategy.
- Insights
Three Mistakes to Avoid as a Long-Term Investor: Observations from 35 Years Managing Money
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.
- News
Press Release: Jensen Celebrates 35 Years
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
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
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
Quality Value
Capturing quality down the cap spectrum.
- Mid Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach