Jensen Mutual Funds



Jensen Quality Value Fund

Risk Management

Risk Management is an integral component of our investment philosophy and process.

At Jensen we work to manage risk in three vital areas:

Investment Risk

  • Insistence on holding companies with high quality earnings and free cash flow
  • Periodic rebalancing and position size management
  • Strict focus on valuation
  • Diversified portfolio
  • Mandatory sell discipline

Operations Risk

  • Compliance monitors adherence to investment guidelines
  • Trading systems designed to prevent violations of restrictions
  • Off-site disaster recovery and operating ability

Organization Risk

  • Independent and employee-owned firm
  • Team-based portfolio management
  • Depth of staff in investment and client services
  • Investment team invests alongside clients


There is no assurance that the investment process will lead to successful investing or that the stated objective(s) will be met.

Diversification does not assure a profit or protect against a loss in a declining market.