Risk Management
At Jensen we work to manage risk in three vital areas.
Investment
- Fundamental research
- Insistence on high quality earnings and free cash flow
- Purchase only when the entry price is below our determination of intrinsic value
- Continuous monitoring of company fundamentals and valuation metrics
- Mandatory sell discipline
Compliance
- Dedicated compliance team monitors adherence to our investment 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 critical areas
- Invest alongside clients
The Fund is nondiversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund.
There is no assurance that the investment process will lead to successful investing or that the stated objective(s) will be met.
For more complete information about the Jensen Quality Growth Fund including investment objectives, risks, fees and expenses, please go to Prospectus, or call 800.992.4144. Read the prospectus carefully before you invest or send money.
Return on Equity (ROE): Is equal to a company's after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year.
Free Cash Flow: Is equal to the after-tax net income of a company plus depreciation and amortization less capital expenditures.
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