Jensen Investment Management (Robert D. McIver)

Jensen Investment Management (Robert D. McIver) has filed 13F reports from Q2 2013 through Q1 2026. The portfolio has returned 4.4% annualized over five years, with 14.3% volatility and a maximum drawdown of 24.3%. Across all filing periods, 13.5% 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.