September 30, 2024
Jensen Investment Management Renames Jensen Quality Value Fund to Jensen Quality Mid Cap Fund
Lake Oswego, OR – September 30, 2024– Jensen Investment Management (Jensen) today announced the renaming of the Jensen Quality Value Fund to the Jensen Quality Mid Cap Fund, effective September 30, 2024. The new name better reflects the fund’s investment approach, which is unchanged and focuses on high-quality mid-sized companies.
“The new name offers investors a clearer picture of our strategy. It accurately represents our mid-cap focus,” said Kurt Havnaer, Portfolio Manager at Jensen Investment Management. “This new name underscores our commitment to the mid-cap space and the distinct characteristics that define this exciting segment of the market.”
There will be no changes to the fund’s investment objective, investment process, investable universe, or management team. The fund will continue to seek long-term capital appreciation by investing in a concentrated portfolio of high-quality mid-cap companies with a history of strong financial performance and competitive advantages.
“While the name is changing, our commitment to our proven investment approach remains steadfast,” Havnaer added.
Free Cash Flow: Is equal to the cash from operations of a company less capital expenditures.
An investor should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus which contains this and other information about the fund may be obtained by visiting www.jenseninvestment.com/mid-cap-global-funds-prospectus. The prospectus should be read carefully before investing.
Investing involves risk. Principal loss is possible. The Fund invests in mid and smaller capitalization companies, which involve additional risks such as limited liquidity and greater volatility.
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