Investment Team
Our team approach to investing is guided by knowledgeable professionals with a broad spectrum of business experience. This careful, deliberate group is committed to gaining a deep understanding of the companies that meet our exacting standards. Their independent thinking, discipline and patience provide a unique perspective that allows us to consistently focus only on quality companies.
Robert Zagunis, Chairman, Investment Committee - Portfolio Manager*
Robert Zagunis, Chairman, Investment Committee - Portfolio Manager, joined the firm in 1993. He received his BS from Oregon State University with a major in business, a science minor, and a concentration in international trade. Robert graduated from Stonier Graduate School of Banking (University of Delaware) in 1988. The first 16 years of his career in financial services were in Corporate Banking with First Interstate Bank and the Bank of California, where he covered the full spectrum of business banking situations. Robert has been on the Investment Committee since joining the firm, and has also volunteered extensively for community and charitable organizations.
Robert Millen, Chairman - Portfolio Manager*
Robert Millen, Chairman - Portfolio Manager, joined the firm in 2000. He received a BBA degree in Finance from the University of Iowa and graduated from the Stonier Graduate School of Banking, Rutgers University. Bob has over 35 years of experience in banking, investment management and financial services, previously serving as Vice President of Principal Financial Group, Group Vice President of Wellmark, Inc. and President of First Interstate Bank NA in Des Moines, Iowa.
Rob McIver, President - Portfolio Manager*
Rob McIver, President - Portfolio Manager, joined the firm in 2004. Rob received a BA (Joint Honors) from the University of Nottingham. He is a Fellow of the UK's Securities & Investment Institute and has over twenty years experience in the banking and investment businesses, including 10 years with Schroder Investment Management in London. Rob also served as Chief Investment Officer, Latin America for the Miami, Florida-based Schroder & Co. Trust Bank. For three years prior to joining Jensen, he was located in British Columbia, Canada where he managed two private companies.
Eric Schoenstein, CPA, Principal - Business Analyst*
Eric Schoenstein, CPA, Principal - Business Analysis, joined the firm in 2002. He earned a BS in Business Administration, with a focus in Accounting, from Oregon State University. Eric spent nearly fourteen years with Arthur Andersen LLP, as a Senior Audit Manager, providing a wide variety of services to clients of all sizes in both the public and private sectors. His career included time spent in Chicago and Budapest, Hungary, as well as his primary location in Portland, Oregon.
Kurt Havnaer, CFA, Business Analyst*
Kurt Havnaer, CFA, Business Analyst, CFA, Business Analyst, joined the firm in 2005. He earned a BA in Business Administration from the University of Washington. He earned his MBA from Seattle University and is a Chartered Financial Analyst (CFA) charterholder. Kurt spent nine years with Columbia Management Group, Inc. as a high yield analyst and co-portfolio manager of the Columbia High Yield Fund. Prior to joining Columbia, he held positions as Portfolio Manager, Analyst and Trader at SAFECO Asset Management in Seattle. Kurt's career began as a Staff Accountant and Auditor at Price Waterhouse.
Allen T. Bond, CFA, Business Analyst
Allen T. Bond, CFA, MBA, Business Analyst, joined the firm in 2007. He earned a BS in Business and an MBA from the University of Oregon and is a CFA charterholder. Allen joined Jensen from Washington Mutual where he held the position of Credit Analyst. In that role, Allen performed fundamental analysis on investment grade corporate bond issuers. Prior to Washington Mutual, he was a High Yield Credit Analyst and Trader for Columbia Management Group. Allen began his career as a Trader at Ferguson Wellman Capital Management.
Kevin J. Walkush, Business Analyst
Kevin J. Walkush, Business Analyst, joined the firm in 2007. He earned his BS in Chemical Engineering from Washington University in St. Louis and his MBA from the University of Michigan. Kevin joined Jensen from Morningstar where he held the position of Stock Analyst. In that role, Kevin provided equity research coverage of industrial, mining, and alternative energy stocks. Prior to Morningstar, Kevin consulted for Lux Capital where he performed due diligence on investment candidates as well as prepared university based technology for commercialization. Kevin has also held various finance and operational roles at Amazon.com and Weyerhaeuser.
Adam Calamar, Analyst
Adam Calamar, Analyst, joined the firm in 2008. He earned his BS and MBA degrees from Oregon State University, and has a broad background in finance and the sciences. Adam began his career at Broadmark Asset Management, LLC, and is currently enrolled in the CFA program as a CFA Level III Candidate. He is also an active member of the Professional Association for Investment Communications Resources (PAICR), and is a board member of a local non-profit investment group, the Portland Alternative Investment Association.
