Risk Management
At Jensen we work to manage risk in three vital areas.
Investment
- Quality of earnings & free cash flow
- Periodic rebalancing to optimize the portfolio
- Strict focus on valuation
- Diversified portfolio
- Mandatory sell discipline
Operational
- Compliance team monitors guidelines
- Trading systems designed to prevent violations of restrictions
- Off-site disaster recovery and operating ability
Organizational
- Employee owned firm
- Team portfolio management
- Depth of staff in all critical areas
- Invest alongside clients
