Press Release

Jensen Investment Management Promotes Jeff Wilson, CFA, to Portfolio Manager of Jensen Quality Growth Investment Team

Experienced Portfolio Manager Expands Role in Strengthening Jensen’s Long-Term Investment Strategies

LAKE OSWEGO, Ore. — March 5, 2025 — Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment of Jeff Wilson, CFA, to Portfolio Manager for the Jensen Quality Growth Strategy. With this promotion, Mr. Wilson expands his existing role as Portfolio Manager for the Global Quality Growth Strategy while continuing his contributions as a research analyst across multiple products.

Jeff Wilson, CFA

Since joining Jensen in 2019, Mr. Wilson has made significant contributions, as a senior member of the team, to the firm’s investment process, conducting in-depth fundamental research on potential investments and identifying high-quality companies that align with Jensen’s long-term investment philosophy within both the Jensen Quality Growth Strategy and the Jensen Global Quality Growth Strategy. His expertise spans both domestic and international markets, positioning him to effectively manage and drive the firm’s domestic strategy. As a shareholder of Jensen Investment Management, Mr. Wilson’s interests are directly aligned with our clients’ long-term success.

“We are pleased to announce Jeff’s appointment as Portfolio Manager for the Jensen Quality Growth Investment Team,” said Allen Bond, Managing Director at Jensen Investment Management. “His proven track record, deep understanding of our investment philosophy, and strategic insight make him a strong addition to the management team We are confident that his expertise will further strengthen our commitment to delivering strong long-term, attractive returns for our clients.”

The Jensen Quality Growth strategy is offered in a variety of investment vehicles including the Jensen Quality Growth Mutual Fund, Collective Investment Fund (CIF), Exchange-Traded Fund (ETF), Separately Managed Accounts and Unified Managed Accounts.

Prior to joining Jensen, Mr. Wilson held positions at Scharf Investments, LLC as a Senior Analyst and at Freestone Capital Management as a Senior Analyst and Portfolio Manager, where he honed his expertise in fundamental research and portfolio management. He began his career as an equity analyst at ICM Asset Management.

Mr. Wilson earned a BA in Accounting and Business Administration with a concentration in Finance from Gonzaga University. He is a CFA charterholder and a member of the CFA Society of Portland. Mr. Wilson’s promotion as Portfolio Manager for the Jensen Quality Growth Investment Team underscores Jensen Investment Management’s commitment to its team-based approach and disciplined investment process.