Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.

The Jensen Investment Team added a new position in Nvidia (NVDA) to the Quality Growth and Global Quality Growth Strategies.

We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.

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

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.

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.

Air Products (APD), a holding in the Jensen Quality Mid Cap Strategy, has transformed the production and distribution of gases and chemicals into a highly successful enterprise. 

ASML is a core holding of the Jensen Global Quality Growth Strategy due to its exceptional competitive advantages that have resulted in a 100% market share in the most complex chip making tools.

Jensen Portfolio Manager Allen Bond discusses quality investing, stock valuation, how to manage risk and more on the Smart Money Circle Show with Adam Sarhan.

The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.

How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.

There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.

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.

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.

Some investors may focus on short-term stock fluctuations and speculative gains, but stock prices are dynamic and influenced by various factors, and can often overshadow a company’s long-term potential.