Summit Series: Financial Analysis Through Change
Welcome to the Jensen Summit Series, which features our investment experts providing in-depth analysis of key market trends and their potential impact on investment strategies.
Welcome to the Jensen Summit Series, which features our investment experts providing in-depth analysis of key market trends and their potential impact on investment strategies.
The Jensen Investment Team decided to sell the Jensen Quality Growth Strategy’s position in Ball Corporation (ticker: BALL) due to volatility in the company’s sales volumes.
Cadence Design Systems (ticker: CDNS), which provides software and related services to semiconductor companies, was added to the Jensen Quality Growth Strategy in December 2024.
The Jensen Investment Team recently sold Starbucks (ticker: SBUX) from the Quality Growth Strategy due to a deterioration in business fundamentals.
View the Jensen Quality Mid Cap Fund’s annual capital gains and ordinary income dividend distributions for 2024.
View the Jensen Quality Growth Fund’s annual capital gains and ordinary income dividend distributions for 2024.