Uncompromising Quality
Jensen believes that sustainable competitive advantages and persistent, strong business performance yield long-term growth and capital appreciation.
All data as of December 31, 2023. *For a representative account of the Jensen Quality Growth Equity Composite
- 25-30Portfolio Holdings
- 76%Active Share*
- 15% ROE Threshold
- 320Qualifying Companies
How We Think
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
What is the opportunity in the global markets? Portfolio Managers Allen Bond, Kevin Walkush and Jeff Wilson answer questions about the Jensen Global Quality Growth Strategy.
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.
Jensen proudly commemorates its 35th anniversary. Since its inception in 1988, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
Investing outside of mega-caps and other high-flying stocks could be a hedge against a possible reversal of fortune for these companies.
Jensen Portfolio Manager Tyra Pratt, CFA, was named a “Rising Star” at the Fund Intelligence Mutual Fund Industry and ETF Awards 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.