October 10, 2023
Jensen Investment Management Celebrates 35 Years
LAKE OSWEGO, Ore. — Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today proudly commemorates its 35th anniversary. Since its inception, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.
Founded in 1988 with a mission to help long-term investors access the durable alpha we believe is enjoyed by quality companies, Jensen now manages more than $13 billion (USD), as of August 2023, across three investment strategies — Quality Growth, Quality Mid Cap and Global Quality Growth — and is the largest independent asset manager in the state of Oregon.1
With a dedicated team of 40 employees, Jensen serves investors across institutional, intermediary and high-net-worth channels, maintaining an unwavering dedication to collaboration, independence and quality.
“We’re humbled and grateful to celebrate 35 years of independence at Jensen Investment Management,” expressed Rob McIver, managing director and portfolio manager for Jensen Investment Management. “Our journey is a testament to the commitment and dedication of our exceptional team and our relentless pursuit of ‘quality’ in all aspects of our work. This commitment has been the bedrock of our success and will continue to shape our future endeavors.”
Recent accolades for the long-tenured investment firm include the “Rising Star” award presented to portfolio manager Tyra Pratt at this year’s With Intelligence Mutual Fund and ETF Awards, as well as being named one of the “Best Places to Work” in 2022 by Pensions & Investments.
Looking ahead, Jensen anticipates expanded access to the firm’s strategies through the growth of domestic and international distribution channels, while remaining committed to upholding its tradition of excellence and guiding investors towards their financial goals. The firm expresses its heartfelt gratitude to its clients, the local community and industry professionals for their support throughout 35 years of service.
For a more in-depth look at our investment strategy, please read our piece, Three Mistakes to Avoid as a Long-term Investor: Observations from 35 Years Managing Money.
1 Measured by assets under management (AUM) as of 5/31/2023. Source: Portland Business Journal.
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