Jensen’s Perspective
Quality is Location and Domicile Agnostic
Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of December 31, 2023. *For a representative account of the Jensen Global Quality Growth Equity Composite
- 25-40Portfolio Holdings
- 85%Active Share*
- 15% ROE Threshold
- 10Countries Represented
How We Think
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
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.
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.
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?
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.
With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.
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).
Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades
Microsoft’s deep and sustainable competitive advantages serve as a cornerstone of their success and is a demonstration of an unwavering commitment to quality.
Jensen’s unique approach to “quality” helps investors deal with market uncertainty
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.
Why free cash flow is everything when stocks are falling.
The Buy Now Pay Later (BNPL) trend has the potential to disrupt established payment providers. Read our analysis of whether Mastercard’s products are at risk.
Quality is one of those words that appears to represent a simple truth—it seems self-evident that high quality is always preferable to low quality, no matter the subject at hand. Everyone wants quality, especially at a good price. But what is quality when it comes to investing?