Smart Money Circle Show with Jensen’s Allen Bond

December 2023

Smart Money Circle Show

Featuring Allen T. Bond, CFA, Managing Director, Head of Research & Portfolio Manager

Hosted by Adam Sarhan

Jensen’s Allen Bond joins the Smart Money Circle Show to discuss quality investing, stock valuation, how to manage risk, timeless lessons learned over his career and more.

From the podcast:

Listen to the podcast above, watch a replay on Smart Money Circle’s YouTube channel or download the transcript here to learn about the third risk.


Beta: A measure of the volatility of the fund’s total returns relative to the general market as represented by a corresponding benchmark index of the fund. A beta of more than 1.00 indicates volatility greater than the market, and a beta of less than 1.00 indicates volatility less than the market.

Active Share: A measure of the differentiation of the holdings of a portfolio from the holdings of its appropriate passive benchmark index.

The Jensen Quality Growth Fund’s, Jensen Quality Value Fund’s and Jensen Global Quality Growth Fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus for each fund contain this and other important information about the investment company, and they may be obtained by clicking a link below or by calling 800.992.4144. Read it carefully before investing.

Jensen Quality Growth Fund Prospectus

Jensen Quality Value Fund Prospectus

Jensen Global Quality Growth Fund Prospectus

Mutual fund investing involves risk, and principal loss is possible.

The Jensen Quality Growth Fund is non-diversified, 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. The prices of growth stocks may be sensitive to changes in current or expected earnings, may experience larger price swings and may be out of favor with investors at different periods of time.

The Jensen Quality Value Fund invests in mid and smaller capitalization companies, which involve additional risks such as limited liquidity and greater volatility.

The Jensen Global Quality Growth Fund is also non-diversified and invests in foreign securities that involve political, economic and currency risks, greater volatility, and differences in accounting methods. These risks are greater for investments in emerging markets.

Past performance is not a guarantee of future results.

Opinions expressed are those of Jensen Investment Management and are subject to change, not guaranteed and should not be considered investment advice.

The Jensen Funds are distributed by Quasar Distributors, LLC.

© 2024 Jensen Investment Management. The Jensen Quality Universe is a trademark of Jensen Investment Management. All rights reserved.