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.
Select Team
Firm Leadership

Allen T. Bond, CFA

Rob McIver

Richard Clark

Shannon M. Contreras, IACCP®

Gabriel L. Goddard

Rama Balasubramanian

Crista DesRochers, CIPM

Adam Dunn

Keith Reiland

Tyra Pratt, CFA
Investing
Jensen Quality Strategies
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
- Active Management
- Benchmark: S&P 500 Index
- Number of Holdings: 25-30
Quality Mid Cap
Capturing quality down the cap spectrum.
- Mid-Cap Blend / Mid-Cap Core
- Active Management
- Benchmark: MSCI US Mid Cap 450 Index
- Number of Holdings: 30-50
Global Quality Growth
Quality is location and domicile agnostic.
- Global Large-Cap Growth / Large-Cap Core
- Active Management
- Benchmark: MSCI ACWI Index
- Number of Holdings: 25-40
U.S. Quality Universe
A rules-based application of our quality discipline.
- US Large-Cap Blend / Large-Cap Core
- Passive Management
- Benchmark: Jensen U.S. Quality Index
- Number of Holdings: 100

