Featured Insights
How We Think
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Discover how Sherwin-Williams exemplifies quality investing principles through its sustainable pricing power, controlled distribution, and pro-centric market dominance in the North American paint industry.
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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.
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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.
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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.
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The Jensen Investment Team recently sold Starbucks (ticker: SBUX) from the Quality Growth Strategy due to a deterioration in business fundamentals.
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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.
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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.
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Listen 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.
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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.
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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.
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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.
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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.
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The railway industry might not seem like a hotbed of cutting-edge technological innovation, but there is much to learn from Canadian National Railway.
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How AI’s disruptive potential is impacting Accenture and Intuit, two companies in the Jensen Quality Growth and Global Quality Growth Strategies.
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There are growing hopes that GLP-1 agonist drugs could have a transformative impact. However, markets may be getting ahead of themselves.