Jensen Investment Management

Unable to make the first installment of Jensen's Summit Series? We've made a recording available for you to watch at your convenience. Click the link below to access the comprehensive discussion, where our Portfolio Managers share their perspectives on the current market landscape and the holdings within our portfolio.

Despite recent share price volatility, we maintain a strong conviction in Accenture’s long-term prospects as a cornerstone investment. We suspect that high pandemic-related IT expenditures and the uncertain landscape of AI are affecting the demand for IT services. Nonetheless, we expect a rebound in the demand next year and believe Accenture is positioned to benefit. Read on to learn why.

Microsoft made headlines by acquiring ChatGPT creator OpenAI and is generating buzz again by hiring the CEO of startup Inflection AI to lead a new consumer AI division. Microsoft's proven willingness to pursue growth opportunities through strategic investments underlies its status as a core holding across multiple Jensen strategies.

Members of Women of Jensen ERG met to celebrate spring with Annabell's Garden. A big thanks to Alexandria Sorosky for organizing this event!

We believe there are multiple advantages to investing in mid-cap companies. Their business models tend to be more established and mature than smaller companies, and are generally less complex than large-caps, allowing them more flexibility to adapt to changing market environments. To see why we put a focus on this sector, click here: https://lnkd.in/g-fwvQVE

Stocks and companies are different things. We believe that looking beyond the stock price and focusing on companies with enduring competitive advantages, consistent cash flow generation, and a well-aligned governance structure is crucial for long-term investors. Read on here: https://lnkd.in/gTbwfRQh

In the first installment of the Summit Series, Jensen portfolio managers Allen Bond, CFA, Adam Calamar, CFA and Jeff Wilson, CFA have an in-depth discussion of various relevant topics, such as the continued impact of interest rates, potential long-term opportunities, and why we don’t own Nvidia today. Listen here: https://lnkd.in/gXWutfYv

As the S&P 500 continues to reach historically high levels of concentration, mid-cap stocks could be a solution to advisors seeking diversification. These often overlooked companies can offer a mix of characteristics that may provide attractive opportunities for investors. Read on to learn why: https://lnkd.in/g-fwvQVE

While all investing entails some risk, Jensen doesn't believe it's necessary to take on too much risk to participate in the upside. So how do we manage risk? With exacting research and collaboration. We believe these tenets can help find investments with staying power. Learn more on our strategy here: https://lnkd.in/g_-_c9Y4

Join Jensen's Managing Director and Head of Research, Allen Bond, CFA, who will speak alongside Goldman Sachs during VettaFi's Equity Symposium. They'll discuss the large-cap stock market, how to uncover potential growth opportunities, emerging trends and more. Register here: https://lnkd.in/g63eEpRU