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.
Featured Investment Professionals:
Allen Bond, CFA
Portfolio Manager, Quality Growth and Global Quality Growth Strategies
Tyra Pratt, CFA
Portfolio Manager, Quality Mid Cap Strategy
Jannis Fingberg, CFA
Analyst, Quality Growth and Global Quality Growth Strategies
Key Topics of Discussion:
- Interest Rate Outlook and Market Implications
Analysis of potential Federal Reserve actions and their cascading effects on various sectors, with particular focus on housing market dynamics and biotech funding landscapes. - Consumer Spending Trends
Examination of current consumer behavior patterns and their impact across market segments, from luxury goods to essential consumer products, including case studies on resilient brands. - Artificial Intelligence: Current Applications and Future Prospects
Insights into the present state of AI implementation in businesses, potential long-term implications for investors, and discussion on distinguishing between hype and substantive advancements in the field.
Listen to the podcast above to hear valuable perspectives on these critical factors shaping today’s investment environment. Our panel of experts will delve into these topics, offering insights to help inform your investment decisions in an ever-changing economic landscape.
Click here to view a list of the Jensen Quality Growth Strategy’s current holdings.
Click here to view a list of the Jensen Quality Mid Cap Strategy’s current holdings.
Click here to view a list of the Jensen Global Quality Growth Strategy’s current holdings.
The company discussions in this podcast are solely intended to illustrate the application of our investment approach and are not to be considered recommendations by Jensen. Some of the securities discussed in this podcast are taken from a representative account of the Jensen Quality Growth Strategy, Jensen Quality Mid Cap Strategy and/or the Jensen Global Quality Growth Strategy (collectively “Jensen Strategies”) and do not represent all securities purchased and sold for the Strategies. Our views expressed herein are subject to change and should not be construed as recommendations or offers to buy or sell any security and are not designed or intended as a basis or determination for making any investment decision for any security. Our discussions should not be construed as an indication that an investment in a security has been or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of any security discussed herein.
Past performance is no guarantee of future results. The information contained herein represents management’s current expectation of how the Jensen Strategies will continue to be operated in the near term; however, management’s plans and policies in this respect may change in the future. In particular, (i) policies and approaches to portfolio monitoring, risk management, and asset allocation may change in the future without notice and (ii) economic, market and other conditions could cause the strategy and accounts invested in the strategy to deviate from stated investment objectives, guidelines, and conclusions stated herein.
Certain information contained in this podcast represents or is based upon forward-looking statements, which can be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue”, or “believe” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of a client account may differ materially from those reflected or contemplated in such forward-looking statements.
This information is current as of the date of this podcast and is subject to change at any time, based on market and other conditions.
Jensen Investment Management, Inc., is an investment adviser registered under the Investment Advisers Act of 1940. Registration with the SEC does not imply any level of skill or training. Although taken from reliable sources, Jensen cannot guarantee the accuracy of the information received from third parties.
Related Insights
Jensen News & Insights
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.
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.
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.
Jensen hires Matt Murphy as relationship manager responsible for intermediary client coverage and business development in the eastern United States.
In more than three decades of quality investing, we have navigated economic cycles and witnessed the rise and fall of quite a few market darlings. Through it all, we have remained true to our investment discipline.
Eric Schoenstein, who joined Jensen in 2002, serves as Managing Director and is a member of the investment team comprising portfolio managers and analysts who oversee operations and investments on a consensus basis.
How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
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.