About us
The Pursuit of Quality Defines Us
The strength of our investment philosophy is built on a long-term perspective and commitment to investing in quality businesses.
Team-based approach
Fiercely Independent
We bring clients and shareholders an unwavering dedication to a consistent investment process while striving to provide exceptional client service and long-term, attractive returns.
Our independence and team-based approach have allowed us to remain focused on our investment philosophy without distraction for more than three decades.
*Data as of December 31, 2024
- $11.2BAssets Under Management*
- 1Investment Philosophy
- 13Investment Team Members
- 3Investment Strategies
Collaboration
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
Allen T. Bond, CFA
Rob McIver
Eric H. Schoenstein
Ross Burford, CFA
Adam Calamar, CFA
Jannis Fingberg, CFA
Kurt M. Havnaer, CFA
Andy Li, CFA
Kimberlee Millar, CFA
Tyra Pratt, CFA
Megan Romero
Kevin Walkush
Jeff Wilson, CFA
Kimberlee Millar, CFA
In the pursuit of quality
Our Timeline
1998
Founding – Val Jensen Founds Jensen Investment Management
1992
The Jensen Portfolio is launched.
2008
The Jensen Quality Value Strategy is launched.
2017
The Jensen Quality Value Composite is relaunched.
2018
The Jensen Portfolio is officially renamed the Jensen Quality Growth Fund.
2020
The Jensen Global Quality Growth is launched.
2024
The Jensen Quality Growth ETF is launched.
2024
The Jensen Quality Value Strategy is renamed the Jensen Quality Mid Cap Strategy.
Supporting
Community Stewardship
We believe in the power of collaboration. Since our inception, Jensen team members have partnered with a wide variety of community organizations in support of their philanthropic missions.
We are proud to support the following charities and organizations:
