Articles Library

The Jensen investment team sold United Parcel Service (UPS) shares from the Quality Growth Strategy to take advantage of better opportunities within the Portfolio.

Due to Becton Dickinson’s return on equity (ROE) falling below Jensen’s 15% threshold in its most recent fiscal year, the Investment Team has sold the position from the Jensen Quality Growth Strategy.

Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023.

KLA, a semiconductor production equipment manufacturer, was added to the Jensen Quality Growth and Global Quality Growth Strategies in June 2023.

While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.

A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.