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.
as of December 31, 2022
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.
- Firm Leadership
- Investment Team
Shannon received a Post Baccalaureate Certificate in Accounting from Portland State University, a Bachelor of Science in Business Administration with an emphasis on finance from the University of California, Riverside, and maintains the Investment Adviser Certified Compliance Professional designation. She is also a Board Member of Gladstone Junior Baseball.
Joined the firm in 2012. Gabe has worked in compliance since 2005. Most recently, Gabe served as Senior Compliance Officer for Fifth Third Asset Management, Inc. Prior to FTAM, Gabe worked as an Associate Compliance Attorney and then CCO of CinFin Capital Management. Contemporaneous with those positions, Gabe acted as Staff Counsel for the Cincinnati Insurance Company. Gabe began his legal career in private practice as a trial attorney. He received his BA from Indiana University and his JD from The Ohio State University College of Law.
Joined the firm in 2004. Along with his portfolio management responsibilities, Rob also serves as Jensen’s President and as a director of The Jensen Quality Growth Fund. For three years prior to joining Jensen, he was located in British Columbia, Canada where he managed two private companies. Rob has 29 years of experience in the banking and investment businesses, including 10 years with Schroder Investment Management in London. He also served as Chief Investment Officer, Latin America for the Miami, Florida-based Schroder & Co. Trust Bank. Rob received a BA (Joint Honors) from the University of Nottingham.
Joined the firm in 2018. Rama earned his Bachelor’s degree in Computer Science from Mumbai University in India, MBA degree from the Zicklin School of Business (CUNY) in New York City, and MS in Technology Management from Columbia University in New York City. He has over twenty years of experience in information technology, information security, project management and technology governance. Prior to joining Jensen, Rama worked with Columbia Investment Management Company, Columbia University, Citibank Retail Banking Group and Wealth Management Groups, Solomon Smith Barney, and AXA Financial, in a range of technology leadership, application development, project management, IT Security, and consultative roles. Outside of work, Rama likes to cook, run long distances, and spend time with his family.
Joined the firm in 2022. Phil is responsible for Jensen’s institutional relationships. Phil joined Jensen from Thornburg Investment Management where he spent four years as a regional director in the firm’s institutional group. Prior to that, he spent four years at Mellon Capital Management where he was head of global consultant relations. He has also worked for Grantham Mayo Van Otterloo, Causeway Capital Management, and EnnisKnupp and Associates, which is now part of Aon. Phil holds a BA from Michigan State University and an MBA from DePaul University.
Joined Jensen Investment Management in 2008. Adam conducts fundamental and quantitative research for both the Jensen Quality Growth and Jensen Quality Value investment strategies. Adam previously held the position of Manager, Institutional Services at Jensen, where he assisted in relationship management with the company’s institutional clients. Adam began his career at Broadmark Asset Management, LLC, a hedge fund management company specializing in low-volatility equity strategies. He earned his BS and MBA degrees from Oregon State University, and has a broad background in finance, small business, and the sciences. Adam is a CFA charterholder and a member of the CFA Society of Portland, as well as the Portland Alternative Investment Association.
Joined the firm in 2001. Richard is responsible for sales and client service for advisor and intermediary channels. He began his career in the investment industry with Morgan Stanley and also worked with Merrill Lynch, spending three years as a financial advisor. Before entering the investment industry, Richard was a professional counselor. He was awarded the title of Youth Worker of the Year in the State of Texas for his work with at-risk teens. He earned a degree in Rehabilitation Studies with an emphasis in Psychology from The University of North Texas and an MHA from The University of Mary Hardin-Baylor.
Joined the firm in 2019, Dorothy is responsible for Jensen’s marketing efforts. Dorothy joined Jensen from Rocaton Investment Advisors where she served as the Director of Sales and Marketing. Prior to Rocaton, Dorothy worked at AXA Investment Managers where she headed the Americas RFP team and at the Carlyle Group where she supported the sales and marketing efforts of their commodities platform, Vermillion Asset Management. Dorothy holds a B.A. from Union College.
Joined the firm in 2015. Keith oversees the private client team, and works closely with clients to develop financial plans rooted in Jensen’s quality investment discipline. He previously worked at Fisher Investments as an Investment Counselor within The Private Client Group. While at Fisher, Keith also worked within their Institutional Group, managing a team of associates with a focus on business development. Previously, Keith was a Senior Investment Analyst at RVK, an institutional investment consultant based in Portland, Oregon. Keith earned a Bachelor of Science in Economics from the University of Oregon.
Joined the firm in 2015. Adam is responsible for the firm’s trading activity and also participates as an account executive, where he supports our separate account clients. He graduated from U.C. Santa Cruz with a BA in Economics and then began his career at Montgomery Securities. With over 20 years of industry experience, he has worked both as an institutional equities trader and supported individual clients.
Joined the firm in 2022. Jannis conducts fundamental investment research. Jannis joined Jensen from Champlain Investment Partners LLC in Irvine, California, where he provided equity research as a technology analyst focused on emerging and international markets. Before Champlain, Jannis worked as an equity analyst for Orbis Investment Management Ltd. in Hong Kong, Bermuda, and London. Jannis received an MBA from the Stanford Graduate School of Business and a BA from the University of Oxford. He is a CFA charterholder and member of the CFA Society of San Francisco.
Joined the firm in 2005. Kurt conducts fundamental research on potential companies as well as monitors portfolio companies. 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. 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.
Joined the firm in 2019. Apurva conducts fundamental research on potential companies as well as monitors portfolio companies. Apurva joined Jensen from Jefferies, where he held the position of Equity Research Associate. In that role, he performed fundamental analysis on companies in the U.S. Restaurants sector. Prior to that, Apurva held similar roles at CLSA and Nomura Securities, where he covered companies in the U.S. Household Products and Global Beverages sectors. He earned an MBA in Finance at UW-Madison, where he was a member of the Applied Securities Analysis Program. He completed his BA in Economics from University of Mumbai and is a CFA charterholder.
Joined Jensen Investment Management in 2017. Tyra conducts fundamental research for the Jensen Quality Value Strategy. Tyra joined Jensen from CTC | myCFO where she held the position of Hedge Fund Research Analyst. In that role, she was involved in the sourcing, due diligence and monitoring of hedge funds. Prior to CTC, Tyra worked as a Financial Analyst on the Consulting Services Team at M Benefit Solutions. Tyra earned her BA in Finance from Roger Williams University in Rhode Island and is a CFA charterholder.
Joined Jensen Investment Management in 2017 as a member of the client service group, focused on data and client reporting. She passed level one of the CFA program in 2019 and began working with the Investment Team as an analyst in 2020. Prior to entering the investment community, Megan spent three years with Shriners Hospitals for Children, conducting research and data analysis on the development of new therapeutic strategies for treating developmental disorders. Megan earned her BS at the University of Minnesota, studying Genetics, Cell Biology, and Development.
Joined the firm in 2019. Jeff conducts fundamental research on potential companies as well as monitors portfolio companies. Jeff joined Jensen from Scharf Investments, LLC where he held the position of Senior Analyst. In that role, he provided equity research ideas and coverage as a generalist across both domestic and international markets in support of multiple global equity strategies. Before Scharf, Jeff was a Senior Analyst and Portfolio Manager at Freestone Capital Management supporting All-Cap and Small Cap equity strategies. Jeff started his career as an equity analyst at ICM Asset Management. He earned a BA in Accounting and Business Administration with a concentration in Finance from Gonzaga University. Jeff is a CFA charterholder and member of the CFA Society of Portland.
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 / Fundamental
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Quality Value
Capturing quality down the cap spectrum.
- Mid-Cap Value / Mid-Cap Core
- Bottom Up / Fundamental
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Blend / Large-Cap Core
- Bottom Up / Fundamental
- Portfolio Companies from Jensen Quality Universe TM
- Team Approach