News & Insights
A curated selection of market insights, trends, updates and more from Jensen’s portfolio managers and business analysts.
- Company Highlight
Company Highlight: Air Products (APD)
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.
- News
Press Release: Richard Clark Appointed as Managing Director
Jensen proudly announces the promotion of Richard Clark to Managing Director, a move that reinforces the firm’s strategic growth and dedication to its client-focused, quality-driven investment philosophy.
- Insights
- Videos
Summit Series: Navigating Current Market Dynamics
Listen to the latest installment of the Jensen Summit Series, which features our investment experts providing in-depth analysis of key market trends and their potential impact on investment strategies.
- Insights
Low-Quality Rally Sets the Stage for High-Quality Opportunities
The past 18 months presented a complex market landscape. While overall equity returns were strong, this performance was largely driven by a select group of megacap growth stocks.
- Company Highlight
Company Highlight: ASML (ASML.AS)
ASML is a core holding of the Jensen Global Quality Growth Strategy due to its exceptional competitive advantages that have resulted in a 100% market share in the most complex chip making tools.
- News
Matt Murphy Joins Jensen as Relationship Manager for Eastern U.S. Intermediary Territory
Jensen hires Matt Murphy as relationship manager responsible for intermediary client coverage and business development in the eastern United States.
Explore the Jensen Quality Strategies
Quality Growth
30+ years of unwavering commitment to quality.
- US Large-Cap Blend / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Growth / Large-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Mid Cap
Capturing quality down the cap spectrum.
- Mid-Cap Blend / Mid-Cap Core
- Bottom-Up Fundamentals
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach