With Covid Stumbles Behind It, AstraZeneca’s Superior Pipeline Can Shine
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.
With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)
Canadian National Railway Is a Cash Generation Powerhouse
With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.
Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks
With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.
Financial Planning
In this article from Financial Planning magazine, Jensen Portfolio Manager Allen Bond voices three ways to spot a high-value company (hint: look for moats).
How Intuit Creates Staying Power
Power of the Brand: Intuit’s Dominance of Financial Management Software is a Competitive Advantage That Has Lasted Decades
Company Highlight: Microsoft
Microsoft’s deep and sustainable competitive advantages serve as a cornerstone of their success and is a demonstration of an unwavering commitment to quality.
A History of Quality Investing
Jensen’s unique approach to “quality” helps investors deal with market uncertainty
Finding Pandemic-Hardy Stocks
Without solid research, investing can quickly turn into speculation. Yet, when market opportunities present themselves, it’s important to be ready. Read our Insights article to learn which stocks the Jensen Investment Team snapped up in the early days of the pandemic.
Volatile Markets Are an Important Reminder About Investing Risks
Flashy investment supernovas have captured investors’ attention for the last decade. As the market cools and returns become more volatile, we have observed a resurgence of interest in risk-first investing.