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QV

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.