Jensen Investment Management
Jensen Investment Management Quality Growth Strategy
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 1 company. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Jensen Investment Management for every strategy.
What it bought and sold
Our decision to exit Meta from the Jensen Quality Growth Strategy reflects a meaningful decline in our confidence that Meta will generate returns commensurate with the extraordinary level of capital it is investing in artificial intelligence (AI).