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Home > Financial Services > Mutual Funds > Jensen
Jensen
Jensen Investment Management was established in 1988 to demonstrate consistency and stability in its approach regardless of market conditions. The Management is a client-focused asset firm with a singular dedication to its time-proven, highly disciplined investment philosophy.
The Company, located in Portland, Oregon, is an employee owned and operated. The professionals understand that integrity is vital in forming and maintaining successful long-term relationships. The company conducts business in accordance with stringent legal, regulatory and ethical standards and is dedicated in providing the best client service possible.
The Jensen Portfolio is an open-end equity mutual fund. To achieve this objective the Fund strives to be fully invested primarily in common stocks of approximately 25 companies that satisfy the investment criteria described in the prospectus. The Fund makes its holding available on a quarterly basis. They believe there is value in having better informed investors.
The Fund does not accept the placement, cancellation or modification of any order to purchase or sell after the close of the New York Stock Exchange. To the best of their knowledge, it has made no exceptions to the policy. This is in accordance with the rules of the Securities and Exchange Commission and also applies to shareholders who place orders through intermediaries such as brokers and retirement plan platforms. These intermediaries are authorized to transmit their customer orders for the Fund at that day's closing price. The orders are taken prior to the close of the NYSE.
The Company monitors trading activity to detect and prevent short-term trading. If they detect an investment professional, they ban them from making future purchases. The Fund may be appropriate as the core holding of an investor's portfolio, when long-term growth is the investment objective. Private investors, retirement plans, foundations and endowments are among the Fund's investors.
The Company offers corporations, public funds, foundations and endowments to achieve attractive returns with an emphasis on managing business and investment risk. Their status enables them to stay true to the unique equity discipline and to maintain the commitment of providing only the best in client service today, and far into the future.
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