Strategies
The Jensen investment philosophy is based on an unwavering commitment to investing in quality businesses. Our portfolio managers work together, bringing diverse perspectives and a broad spectrum of business experience to every investment decision.
Meet the Investment Teams
As of September 30, 2024, the Jensen Quality Value Strategy was renamed the Jensen Quality Mid Cap Strategy.
How We Think
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.
We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.
Air Products (APD), a holding in the Jensen Quality Mid Cap Strategy, has transformed the production and distribution of gases and chemicals into a highly successful enterprise.
In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Mid Cap Strategy offers a path to explore these quality mid-caps.
There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.
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.