News & Insights

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

Mutual Fund, Webinar
1 February 2023
Quality Growth Fund Webinar - Q4 2022
Join Jensen Portfolio Manager Rob McIver for an overview of 4Q 2022 performance, portfolio activity, market trends, and future outlook.
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Insights
31 January 2023
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
17 January 2023
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
9 January 2023
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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Mutual Fund, News
3 January 2023
Year in Review: 2022
U.S. equity markets are poised to post a double-digit decline in 2022. On a year-to-date basis through November 30th, the total return for the S&P 500 Index was -13.11%. Assuming no dramatic change in market levels, this would mark the first annual market decrease since 2018.
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Insights
2 January 2023
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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Insights
22 December 2022
A Global Perspective 
Why Jensen analyst Apurva Parikh believes quality companies can thrive regardless of market conditions 
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Insights, News
21 December 2022
Financial Planning
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
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Insights
16 December 2022
How Intuit Creates Staying Power
Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades
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Mutual Fund, News
15 December 2022
Jensen Mutual Funds 2022 Capital Gains & Dividend Distributions
View the Jensen Mutual Funds' annual capital gains and ordinary income dividend distributions for 2022.
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Insights
14 December 2022
A History of Quality Investing
Jensen’s unique approach to “quality” helps investors deal with market uncertainty
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Insights
13 December 2022
Finding Pandemic-Hardy Stocks
Without solid research, investing can quickly turn into speculation. Yet, when market opportunities present themselves, it's important to be ready. Read our Insights article to learn which stocks the Jensen Investment Team snapped up in the early days of the pandemic.
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