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
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 Funds 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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