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.

The Jensen Investment Team elected to sell Texas Instruments Inc (TXN) from the Jensen Quality Growth Strategy to focus on more attractive investment opportunities.

The Jensen Investment Team elected to sell Nike Inc (NKE) from the Jensen Quality Growth Strategy due to a deterioration in business fundamentals.

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

The Jensen Investment Team decided to sell the Jensen Quality Growth Strategy’s position in Ball Corporation (ticker: BALL) due to volatility in the company’s sales volumes.

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.

The past 18 months presented a complex market landscape. While overall equity returns were strong, this performance was largely driven by a select group of megacap growth stocks.

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.

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.

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?