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.
Get started
2 min read
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.
Get started
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.
Get started
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.
Get started
April 1, 2025
Navigating the Tariff Landscape: A Balanced Portfolio Perspective
Read our analysis on how Jensen portfolio companies are positioned to navigate the evolving tariff landscape. For most of our holdings, tariffs represent a manageable business challenge rather than an existential threat. Read our full analysis
Get started
March 6, 2025
Press Release: Jensen Announces Employees to Join Ownership of Firm
We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.
Get started