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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.

  • $13.4B Assets Under Management as of March 31, 2024
  • 100% Employee Owned
  • 35 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

Headshot of Jensen, Managing Director Allen Bond

Allen T. Bond, CFA

Managing Director,
Head of Research & Portfolio Manager
Headshot of Jensen employee Shannon Contreras

Shannon M. Contreras, IACCP®

Managing Director,
Finance
Headshot of Jensen employee Gabriel Goddard

Gabriel L. Goddard

Managing Director,
Chief Compliance Officer & General Counsel
Headshot of Jensen Managing Director Rob McIver

Rob McIver

Managing Director,
President & Portfolio Manager
Headshot of Jensen Managing Director Eric Schoenstein

Eric H. Schoenstein

Managing Director,
Chief Investment Officer & Portfolio Manager
Headshot of Jensen employee Rama Balasubramanian

Rama Balasubramanian

Director,
Operations & Information Systems
Headshot of Jensen employee Phillip Bennett

Phillip Bennett

Director,
Institutional Sales & Client Services
Headshot of Jensen employee Richard Clark

Richard Clark

Director,
Business Development
Headshot of Jensen employee Crista DesRochers

Crista DesRochers, CIPM

Director,
Client Services
Headshot of Jensen employee Adam Dunn

Adam Dunn

Director,
Trading
Headshot of Jensen employee Dorothy Friedrich

Dorothy Friedrich

Director,
Marketing
Headshot of Jensen employee Keith Reiland

Keith Reiland

Director,
Private Client
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Chelsea Cowley

Senior Associate, Client Services
Joined the firm in 2024. Prior to joining Jensen, Chelsea was a client relations representative at Parametric Portfolio Associates. She also previously worked for Merrill Lynch, specializing in wealth management banking and earning the title of assistant vice president during her five-year tenure. Chelsea graduated magna cum laude from Loyola Marymount University with a B.A. in psychology and a minor in philosophy.

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 Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach

Quality Value

Capturing quality down the cap spectrum.

  • Mid-Cap Blend / Mid-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach

Global Quality Growth

Quality is location and domicile agnostic.

  • Global Large-Cap Growth / Large-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality Universe TM
  • Team Approach