The Jensen Investment Team sold long-term portfolio holding, Johnson & Johnson, from the Quality Growth Strategy due to the stock’s recent price appreciation.

The Jensen Investment Team added a new position in Eli Lilly and Co to the Quality Growth Strategy due to its long runway for growth supported by strong fundamentals.

The Jensen Investment Team sold the Quality Growth Strategy’s position in UnitedHealth Group due to a significant shift in the company’s risk profile.

The Jensen Investment Team sold the Jensen Quality Growth Strategy’s position in PepsiCo due to uncertainty surrounding earnings, cash flow and revenue growth.

The Jensen Investment Team added a new position in Meta Platforms to the Quality Growth Strategy due to its competitive advantages and history of value creation.

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

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.

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. 

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.