Featured Insights
How We Think
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.
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.
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.
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.
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.
As of September 30, 2024, the Jensen Quality Value Strategy was renamed the Jensen Quality Mid Cap Strategy.