News & Insights

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

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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.

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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

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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.

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News

Press Release: Jensen Promotes Jeff Wilson to Portfolio Manager of Quality Growth Investment Team

Experienced portfolio manager, Jeff Wilson, expands his role in strengthening Jensen’s long-term investment strategies.

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Company Highlight

Brushing Off the Competition: Sherwin-Williams’ Path to Market Dominance

Discover how Sherwin-Williams exemplifies quality investing principles through its sustainable pricing power, controlled distribution, and pro-centric market dominance in the North American paint industry.

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Insights
Videos

Summit Series: Financial Analysis Through Change

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.

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