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