Learn how Jensen defines quality through a disciplined focus on companies that sustain at least 15% return on equity for 10 consecutive years.

Built on Jensen’s long-standing quality discipline, the Jensen U.S. Quality Index (JQUI) uses sustained profitability, eligibility and modified market-cap weighting to identify durable U.S. companies.

The AI-driven stock selloff is creating gaps between price and value. Jensen identifies companies that may have durable moats and long-term upside.

AI beneficiaries now dominate the S&P 500, with the top 10 stocks exceeding 40% of index weight. Jensen explores the market context, parallels to prior concentration periods and how quality firms adapt.

For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.