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-0.000926348113339167 -0.000744428418554862 -0.00879356069417957 -0.00900293118689807 -0.0097008328292933 0.00348950821197599 0.00651374866235521 0.00328013771925736
Stock impact report

Jensen Quality Growth Equity Decided to Sell Accenture (ACN) [Yahoo! Finance]

Accenture plc Class A Ordinary Shares (Ireland) (ACN) 
Last accenture plc class a ordinary shares (ireland) earnings: 3/19 06:44 am Check Earnings Report
US:NYSE Investor Relations: investor.accenture.com
Company Research Source: Yahoo! Finance
Jensen Investment Management , an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here . The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55% (net) in Q4 2025 Vs 2.66% for the Index. At the sector level, the portfolio's relative underperformance was largely contributed to by the Industrials sector. The outperformance of low-quality stocks added to the relative underperformance from a quality perspective. Market concentration in mega-cap technology characterizes the current investment theme. The portfolio is well-positioned to capitalize on growth from AI and digital transformation, while maintaining its durability. The firm prioritizes holding companies that can generate economic value over multiple cycles, focusing on quality Show less Read more
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