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.

$ 12.4 B
Assets Under Management

  as of December 31, 2020

100 %
Employee Owned
33
Years Since Founding

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
Allen T. Bond, CFA®
Allen T. Bond, CFA®
Managing Director,
Portfolio Manager

Joined the firm in 2007. Allen is vice chairman of the Investment Committee and conducts fundamental research on potential companies as well as monitors portfolio companies. 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. He earned a BS in Business and an MBA from the University of Oregon and is a CFA charterholder. Allen is past president of CFA Society Portland.

Gabriel L. Goddard
Gabriel L. Goddard
Managing Director,
Chief Compliance Officer and General Counsel

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.

Rob McIver
Rob McIver
Managing Director,
Portfolio Manager

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.

Eric H. Schoenstein
Eric H. Schoenstein
Managing Director,
Portfolio Manager

Joined the firm in 2002. Eric is chairman of the Investment Committee and coordinates the fundamental research conducted across the investment team. 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. He earned a BS in Business Administration, with a focus in Accounting, from Oregon State University. Eric is currently serving as a trustee for the Oregon State University Foundation and is a past president of the Oregon State University Alumni Association. He serves as a director for the Western Golf Association, which administers and oversees the Evans Scholars Foundation and serves on the Executive Committee for the Oregon Golf Association, currently as its Treasurer and immediate past President.

Rama Balasubramanian
Rama Balasubramanian
Director,
Operations and Information Systems

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.

Robert Brinker
Robert Brinker
Manager,
Information Systems

Joined the firm in 2012. Bob is responsible for the firm's technology infrastructure. This includes ensuring the systems are cost-effective, current, scalable, reliable, available and secure. In addition to those duties, he is also the firm's database administrator. In this role, he oversees the firm's databases ensuring their smooth operation.

Before joining Jensen, Bob worked at Elite Wealth Management where he held the position of Funds Operations Manager. In that role, he was responsible for client account administration, operations and trading. Prior to Elite, he spent 8 years at Columbia Management Group, Inc. fulfilling various roles from institutional trading system administrator to portfolio analyst/administrator duties for the high net worth group. Bob earned his Bachelor's degree from Oregon State University.

Adam Calamar, CFA®
Adam Calamar, CFA®
Portfolio Manager

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.

Holly Campbell
Holly Campbell
Associate,
Operations

Joined the firm in 2019 as a member of the back office operations team. Holly provides support for the firm's portfolio accounting duties as well as data management. Prior to joining Jensen, Holly spent 5 years at Oaktree Capital Management most recently as an Administrator for the Closed-End Fund Accounting department. In that role, she supported the department's Managing Director and was responsible for sending wires and client notices.

Richard Clark
Richard Clark
Director,
Sales & Marketing

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.

Audrey Coulthurst
Audrey Coulthurst
Manager,
RFP Reporting

Joined the firm in 2020. Audrey manages the questionnaire process at Jensen, collaborating across teams to produce RFPs and respond to RFIs and due diligence questionnaires. Audrey joined Jensen from CrowdStreet where she worked as an Investment Product Marketing Manager, strategizing fund launches and writing marketing copy. Prior to that, she spent more than 12 years at Dimensional Fund Advisors where she managed a global team responsible for writing market and fund commentary and wrote a variety of content with an Institutional focus. Audrey earned a B.A. in Music History from Whitman College and an M.S. in Writing/Book Publishing from Portland State University.

Shannon M. Contreras, IACCP®
Shannon M. Contreras, IACCP®
Director,
Finance and Senior Compliance Officer
Joined the firm in 2014. Shannon is responsible for Jensen’s finance department and serves as the Treasurer for the Jensen Quality Growth Fund. With more than 14 years of experience in the financial services industry, she has held senior roles in both Finance and Compliance, including Chief Compliance Officer at a previous firm. In addition to her role in Finance, Shannon continues to play a key role in the firm’s compliance and human resource departments.

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.

MaryAnn Dahl
MaryAnn Dahl
Operations Manager,
Private Client

MaryAnn joined the firm in 2018 and provides client and operational support to the Private Client Team. She began her career working as an analyst at investment consulting firms that served high-net-worth families, foundations and endowments. While at Greycourt & Co., Inc., she contributed to the investment reporting, investment research and client service departments and ultimately managed their team of investment analysts. Most recently, she was responsible for the portfolio reporting and investment research functions for Deschutes Investment Consulting. MaryAnn earned a Bachelor of Science in Finance with Minors in Spanish and International Business from the University of Wyoming.

Sarah Doxsee
Sarah Doxsee
Manager,
Sales & Marketing

Joined the firm in 2006. She earned a BA from Lewis & Clark College, and has over ten years of experience in project and relationship management. She is an active volunteer and has worked with Randall Children's Hospital, the Portland Institute of Contemporary Art, Family of Friends, Portland Center State, and the Oregon Humane Society.

Adam Dunn
Adam Dunn
Trading Manager

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 almost 20 years of industry experience, he has worked both as an institutional equities trader and supported individual clients.

Cole Ebel
Cole Ebel
Associate,
Marketing

Joined Jensen in 2019 to support the firm's multichannel marketing initiatives. Prior to joining the investment industry, Cole worked for a creative agency and as a Project Coordinator for Intel. Cole earned his BS in Marketing from Oregon State University.

Philomena A. Ferree
Philomena A. Ferree
Manager,
Private Client

Joined the firm in 2017. Philomena works on behalf of the firm’s private clients. Previously, Philomena spent nearly five years with Fisher Investments. While there, she was an Investment Counselor within The Private Client Group as well as a Correspondence Analyst alongside a team of colleagues with a focus on compliance and problem resolution. Philomena also worked as a manager for US Bank and she earned her B.A. degree in English with a minor in Chemistry from the University of Oregon.

Dorothy Friedrich
Dorothy Friedrich
Director,
Marketing

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.

Kurt M. Havnaer, CFA®
Kurt M. Havnaer, CFA®
Portfolio Manager

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.

Amphaphone Mar
Amphaphone Mar
Director,
Client Services

Joined the firm in 2015, and is responsible for providing client service and marketing support to our Institutional and Advisor clients as well as responds to Due Diligence Questionnaires, Requests for Proposals, and Requests for Information. She began her career at Northwest Capital Management, Inc., a Registered Investment Advisory firm, specializing in high net worth individuals and retirement plans. Amphaphone earned her BA from Willamette University in Psychology and an MBA from George Fox University.

Alisa Millerd
Alisa Millerd
Manager,
Operations

Joined the firm in 2020 as a member of the back office operations team. Alisa supports the firm’s portfolio accounting and client service functions. Before joining Jensen, Alisa worked at Maritime Capital for 7 years, where she started as an intern, and moved on to be a Fixed Income Trader, focusing on municipal bonds. The majority of her experience, however, is as Maritime’s Fund Operations and Trading functions, responsible for compliance, risk and investment reporting, trade settlements, cash management, and trading support. Alisa earned her Bachelor of Business Administration in Finance from CUNY Baruch College in New York

Christopher Neill, CFA®
Christopher Neill, CFA®
Director,
Institutional Sales

Joined the firm in 2018, Chris is an integral part of our sales and marketing team and will be working closely with our institutional clients & consultants. Chris joined Jensen from Thomas White International, Ltd. where he held the position of Executive Vice President and Director of Institutional Relationships. Prior to Thomas White, Chris worked at Thornburg Investment Management as the Senior Portfolio Strategist in the Institutional Group. Chris is a CFA Charterholder and earned his MBA in Finance from Columbia Business School. He holds a BS in Economics/Finance from the Andreas School of Business at Barry University in Miami Shores, Florida where he currently sits on the advisory board for The Student Managed Investment Fund (SMIF).

Apurva Parikh, CFA®
Apurva Parikh, CFA®
Business Analyst

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.

Tyra Pratt, CFA®
Tyra Pratt, CFA®
Portfolio Manager

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.

Keith Reiland
Keith Reiland
Director,
Private Client

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.

Jorge Rivas, CFA®
Jorge Rivas, CFA®
Portfolio Manager

Joined Jensen Investment Management in 2017. Jorge conducts fundamental research for the Jensen Quality Value Strategy. Jorge joined Jensen from Craig-Hallum Capital Group where he held the position of Sell-Side Equity Research Associate Analyst. In that role, Jorge performed fundamental analysis on primarily Small to Mid- capitalization companies in the Semiconductor space. He earned a BS in Business and an MBA from the University of Saint Thomas, MN and is a CFA charterholder.

Megan Romero
Megan Romero
Senior Associate,
Data & Reporting

Joined the firm in 2017. As Data & Reporting Associate, Megan is responsible for supporting and contributing to Jensen’s Sales and Marketing team through data management. 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.

Todd Schoen
Todd Schoen
Senior Compliance Officer

Joined the firm in 2019. Prior to joining Jensen Investment Management, Todd served as a compliance officer for Russell Investments. Todd has also worked as a securities compliance examiner for the Washington State Department of Financial Institutions and the Texas State Securities Board examining broker dealers and investment advisors. He received a Master's of Business Administration from the University of Washington and a Bachelor's of Business Administration from Pacific Lutheran University.

Teresa Q. Smith
Teresa Q. Smith
Operations Manager,
Private Client

Joined the firm in 2006. She earned a BS in Economics – System Science from the University of California, Los Angeles. Teresa has over twenty years of experience in investment banking and corporate finance, serving as Portfolio Accountant at Thomas Weisel Partners LLC. In that role, Teresa managed the portfolio reporting system for the private client division. Prior to Weisel, she was an Assistant Trader at Bank of America and an Accountant at Banc of America Securities LLC. Teresa began her career as a Staff Accountant at Oracle Corporation.

Alexandria Sorosky
Alexandria Sorosky
Manager,
Sales & Client Services

Joined the firm in 2018, Alexandria is responsible for sales and client service for advisor and intermediary channels for the Western United States. Prior to Jensen, she was in Internal Sales and National Accounts in the non-traded REIT industry. Alexandria earned her Bachelor of Science in Marketing from Arizona State University.

Sarah Stevens
Sarah Stevens
Operations Associate,
Private Client, Office Manager

Joined the firm in 2015. Sarah has 20 years of experience in administrative support with law, engineering and financial firms. Outside of Jensen she enjoys volunteering with her family at The Union Gospel Mission, Meals on Wheels and Take Action Inc.

Kevin Walkush
Kevin Walkush
Portfolio Manager

Joined the firm in 2007. Kevin, is a portfolio manager and a voting member of the Investment Committee. He also conducts fundamental research on potential companies as well as monitors portfolio companies. Additionally, Kevin leads efforts to incorporate Environmental, Social, and Governance (ESG) principles in the firm’s investment processes. Kevin joined Jensen from Morningstar where he held the position of Equity Analyst. In that role, Kevin provided equity research coverage of industrial, mining, and alternative energy stocks. Prior to Morningstar, he 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. He earned his BS in Chemical Engineering from Washington University in St. Louis and his MBA from the University of Michigan.

Valerie Wilcox
Valerie Wilcox
Manager,
Operations

Joined the firm in 2015. Valerie is a member of the back office operations team, handling many of the firm’s portfolio accounting duties while working with Jensen’s institutional clients on assignments that are operational in nature. She attended Brigham Young University and Portland Community College with an emphasis in Business Administration and Accounting. Valerie has over 20 years of industry experience, serving various functions as Fund Accountant, Data Management Associate, Fund Operations Associate, and in Trade Settlements at Columbia Management Group. She also served as a Fund Operations Administrator at another investment company where she processed customer investments as well as managed a statement reporting and investment system for high net worth clients, registered investment advisors and custodians.

Jeff Wilson, CFA®
Jeff Wilson, CFA®
Business Analyst

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.

Gabrielle Zapun
Gabrielle Zapun
Manager,
Marketing

Joined the firm in 2021, Gabrielle is part of the marketing team. Prior to joining Jensen, she served as the Marketing Communications Manager and Managing Editor at Western Energy Institute, where she ran marketing, branding and the organization’s magazine. She has over 10 years of experience in communications, marketing and graphic design. She holds a BA from Fordham University.

Nicole Cantrell
Nicole Cantrell
Associate,
Finance

Joined the firm in 2021 as a member of the finance team. Nicole provides support for the firm’s accounting duties and has extensive accounting and administrative experience spanning a variety of industries. Nicole is pursuing her Bachelor of Science in Accounting at Portland State University and will graduate in June 2022.

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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.

  • Miscellaneous 79 final US Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach

Quality Value

Capturing quality down the cap spectrum.

  • Miscellaneous 79 final Mid Cap Core / Mid Cap Value
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach

Global Quality Growth

Quality is location and domicile agnostic.

  • Miscellaneous 79 final Global Large Cap Growth / Large Cap Core
  • Miscellaneous 79 final Bottom Up / Fundamental
  • Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
  • Miscellaneous 79 final Team Approach