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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

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.

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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.

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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.

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Mutual Fund

Money Life Podcast: Featuring Eric Schoenstein

Jensen Portfolio Manager Eric Schoenstein joins Chuck Jaffe’s Money Life Podcast to discuss quality investing.

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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.

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Mutual Fund
Webinar

Quality Value Fund Update: Q3 2023

Join this webinar hosted by Portfolio Manager Kurt Havnaer for an update on the Jensen Quality Value Fund’s Q3 2023 performance, portfolio activity and outlook.

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