News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Holdings Update
- News
Holdings Update: Sell META
Jensen sold its position in Meta Platforms, Inc. (META) due to concerns that rapidly increasing AI capital expenditures may not generate returns commensurate with the level of investment.
- News
Jensen Launches Rules-Based U.S. Quality Index Screening for a Decade of Consistent Profitability
Built on Jensen’s long-standing quality discipline, the Jensen U.S. Quality Index (JQUI) uses sustained profitability, eligibility and modified market-cap weighting to identify durable U.S. companies.
- Holdings Update
- News
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
- News
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
- News
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
- News
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.
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