October 2, 2025
Holdings Update: Buy VEEV
The Jensen Investment Team added Veeva Systems Inc. to the Quality Growth Strategy due to its fundamental attributes, stock valuation, and risk characteristics.
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4 min read
October 1, 2025
Holdings Update: Sell HD
The Jensen Investment Team sold portfolio holding Home Depot (HD) from the Quality Growth Strategy due to its elevated valuation.
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September 10, 2025
Press Release: Jannis Fingberg Promoted to Portfolio Manager of the Global Quality Growth Investment Team
Jannis brings a deep global perspective and sector knowledge to Jensen’s Global Quality Growth Investment Team.
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July 29, 2025
Holdings Update: Sell JNJ
The Jensen Investment Team sold long-term portfolio holding, Johnson & Johnson, from the Quality Growth Strategy due to the stock’s recent price appreciation.
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July 15, 2025
The Case for Mid-Caps: A Smarter Way to Balance Portfolios in 2025
For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.
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April 29, 2025
Volatility is Back. What Now?
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
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