The Jensen Investment Team recently sold Starbucks (SBUX) from the Quality Growth Strategy due to a deterioration in business fundamentals.

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. 

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.

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.

Accenture, a leading global IT firm, stands as a cornerstone of Jensen’s Quality Growth and Global Quality Growth Strategies, reflecting our steadfast confidence in its fundamentals.

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.

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.

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.

How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?

Jensen Portfolio Manager Kevin Walkush joins the Animal Spirits Podcast to discuss quality growth investing, active management, return on equity, and more.