December 4, 2025
Holdings Update: Sell ACN
The Jensen Investment Team sold portfolio holding Accenture (ACN) from the Quality Growth Strategy and allocated sale proceeds toward more attractive opportunities.
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4 min read
December 2, 2025
Holdings Update: Buy AMZN
The Jensen Investment Team added Amazon.com (AMZN) to the Quality Growth Strategy due its competitive-advantage trajectory, recent valuation, and risk profile.
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December 2, 2025
Holdings Update: Buy AVGO
The Jensen Investment Team added Broadcom (AVGO) to the Quality Growth Strategy due its improved visibility and strong business fundamentals.
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November 25, 2025
Quality Comes into Focus as Interest Rates Decline
The Fed’s interest rate cut has refocused attention on resilience. Jensen’s Adam Calamar explains why quality companies may be best placed to navigate a lower-rate environment.
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November 14, 2025
Déjà Vu All Over Again?
AI beneficiaries now dominate the S&P 500, with the top 10 stocks exceeding 40% of index weight. Jensen explores the market context, parallels to prior concentration periods and how quality firms adapt.
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October 27, 2025
Implications of Index Concentration on Equity Market Return Patterns
Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.
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