Jensen Investment Management (Robert D. McIver)

Jensen Investment Management (Robert D. McIver) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 7.2% annualized over five years, with 13.2% volatility and a maximum drawdown of 76.4%. Across all filing periods, 13.7% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.