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Uncompromising Quality.

Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. The firm focuses on companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity.

  • $11.2B Assets Under Management as of December 31, 2024
  • 100% Employee Owned
  • 36 Years Since Founding
 

Collaborating

Our Team

Jensen approaches investing as a team. Our portfolio managers work together, bringing diverse perspectives and a broad spectrum of business experience to every investment decision. Through the investment team’s collaboration and depth of focus, they strive to provide a consistently sound investment process, despite changing market conditions.

Select Team

Headshot of Jensen, Managing Director Allen Bond

Allen T. Bond, CFA

Managing Director,
Head of Research & Portfolio Manager
Headshot of Jensen employee Richard Clark

Richard Clark

Managing Director,
Business Development
Headshot of Jensen employee Shannon Contreras

Shannon M. Contreras, IACCP®

Managing Director,
Finance
Headshot of Jensen employee Gabriel Goddard

Gabriel L. Goddard

Managing Director,
Chief Compliance Officer & General Counsel
Headshot of Jensen Managing Director Rob McIver

Rob McIver

Managing Director,
President & Portfolio Manager
Headshot of Jensen Managing Director Eric Schoenstein

Eric H. Schoenstein

Managing Director,
Chief Investment Officer & Portfolio Manager
Headshot of Jensen employee Rama Balasubramanian

Rama Balasubramanian

Director,
Operations & Information Systems
Headshot of Jensen employee Phillip Bennett

Phillip Bennett

Director,
Institutional Sales & Client Services
Headshot of Jensen employee Crista DesRochers

Crista DesRochers, CIPM

Director,
Client Services
Headshot of Jensen employee Adam Dunn

Adam Dunn

Director,
Trading
Headshot of Jensen employee Dorothy Friedrich

Dorothy Friedrich

Director,
Marketing
Headshot of Jensen employee Keith Reiland

Keith Reiland

Director,
Private Client
Headshot placeholder

Kimberlee Millar, CFA

Business Analyst
Joined the firm in 2025. Kimberlee conducts fundamental research. Prior to joining Jensen, Kimberlee served as a portfolio manager at Voya Investment Management. Before Voya, she held positions as a portfolio manager and research analyst at Allianz Global Investors, focusing on fundamental analysis across the health care, industrial and consumer sectors. She began her career as an economist at the Investment Company Institute, conducting macroeconomic and mutual fund industry analysis. Kimberlee earned her MA in economics from Queen’s University and BA in economics from the University of Calgary. She is a CFA® charterholder.

Investing

Jensen Quality Strategies

At Jensen, we search for quality companies by targeting exceptional business performance combined with endurance.

Quality Growth

30+ years of unwavering commitment to quality.

  • US Large-Cap Blend / Large-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach
EXPLORE GROWTH

Quality Mid Cap

Capturing quality down the cap spectrum.

  • Mid-Cap Blend / Mid-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach
EXPLORE MID CAP

Global Quality Growth

Quality is location and domicile agnostic.

  • Global Large-Cap Growth / Large-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach
EXPLORE GLOBAL GROWTH