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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5 min read
April 21, 2025
Holdings Update: Buy Nvidia (NVDA)
The Jensen Investment Team added a new position in Nvidia (NVDA) to the Quality Growth and Global Quality Growth Strategies.
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April 16, 2025
Holdings Update: Sell Texas Instruments Inc (TXN)
The Jensen Investment Team elected to sell Texas Instruments Inc (TXN) from the Jensen Quality Growth Strategy to focus on more attractive investment opportunities.
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April 16, 2025
Holdings Update: Sell Nike (NKE)
The Jensen Investment Team elected to sell Nike Inc (NKE) from the Jensen Quality Growth Strategy due to a deterioration in business fundamentals.
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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
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March 14, 2025
Holdings Update: Buy Abbott (ABT)
The Jensen Investment Team decided to sell the Jensen Quality Growth Strategy’s position in Ball Corporation (ticker: BALL) due to volatility in the company’s sales volumes.
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