We are pleased to welcome Holly Campbell, Crista DesRochers and Alisa Millerd as the most recent additions to the firm’s ownership.

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.

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. 

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.

In the current investment climate, the case for quality mid-caps is compelling. We believe high returns on capital, robust balance sheets and profitability are indicative of companies poised for success. Jensen’s Quality Mid Cap Strategy offers a path to explore these quality mid-caps.

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.

Some investors may focus on short-term stock fluctuations and speculative gains, but stock prices are dynamic and influenced by various factors, and can often overshadow a company’s long-term potential.