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.
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.
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.