Due to an improved growth outlook, we now view Amphenol (APH) shares as attractively valued and are pleased to resume a stake in what we consider a quality growth business.
Join Jensen Portfolio Manager Eric Schoenstein for an overview of 2Q 2021 performance, portfolio activity, market trends, and future outlook.
Over the last three decades, our research has shown that high-quality businesses are able to show a resiliency, regardless of what’s happening from a macro perspective. The real genesis of our team’s information and analysis is our fundamental research. From a long-term perspective, we feel very comfortable that a quality strategy can outperform over full market cycles.
We are pleased to announce that Kevin Walkush, Portfolio Manager, has been promoted as Head of Environmental, Social and Governance (ESG) initiatives at Jensen Investment Management.
We expect MMC to continue to grow through a combination of organic growth arising from strong underlying demand for its brokerage and consulting services.
Interest rates are rising in unison with inflation expectations. The resultant pressure on stock prices is twofold, one direct and one more subtle.
Join Jensen Portfolio Manager Kevin Walkush for an overview of 1Q 2021 performance, portfolio activity, market trends, and future outlook.
We are pleased to announce that Tyra Pratt, CFA, and Jorge Rivas, CFA, have been promoted to Portfolio Managers on the Jensen Quality Value Investment Team.
Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading semiconductor chip foundry. As a foundry, TSMC manufactures chips on behalf of customers with the most cutting-edge manufacturing capabilities as defined by node size.
During the first quarter of 2021, the Investment Team sold VF Corporation (VFC) from the Jensen Quality Growth Model Portfolio (“Model Portfolio”).