Meet the Investment Teams
How We Think
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.
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.
Some investors may focus on short-term stock fluctuations and speculative gains, but stock prices are dynamic and influenced by various factors, and can often overshadow a company’s long-term potential.
As many analysts can be overly reliant on earnings per share (EPS) when evaluating a prospective investment, we try to eschew emotional reactions to market fluctuations, viewing price drops as potential opportunities rather than setbacks.
Successful market timing can boost short-term returns, but it is fraught with risks and challenges — boosting returns in this manner consistently is incredibly difficult, if not impossible.