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QV
Jensen Quality Value Strategy
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
- 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