Jensen Quality Mid Cap Fund Class J (JNVSX)

Overview

The fund primarily focuses on investing in equity securities of U.S. companies which exhibit a strong consistency in delivering high returns on shareholder equity. These companies are meticulously selected based on their long-term performance, specifically targeting those that have demonstrated a return on equity (ROE) of 15% or greater for at least the past ten years. The investment universe encompasses all publicly traded U.S. companies that meet these criteria, with an additional filter based on market capitalization, which must range between $100 million and that of the largest company listed in the Russell Midcap® Index. This approach is designed to identify and invest in companies with a proven track record of efficient capital management and the potential for sustainable growth.

Products and Services

• Equity Securities Investment

  The fund's core offering is the investment in equity securities of selected U.S. companies. This service is designed for investors looking to capitalize on companies with a demonstrated history of high ROE. It leverages an extensive screening process managed by the Adviser to identify companies that not only meet the fund's stringent selection criteria but also show promise for future growth and profitability.