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About us

The Pursuit of Quality Defines Us

The strength of our investment philosophy is built on a long-term perspective and commitment to investing in quality businesses. 

Team-based approach

Fiercely Independent

We bring clients and shareholders an unwavering dedication to a consistent investment process while striving to provide exceptional client service and long-term, attractive returns.

Our independence and team-based approach have allowed us to remain focused on our investment philosophy without distraction for more than three decades.

*Data as of March 31, 2024

  • $13.4BAssets Under Management*
  • 1Investment Philosophy
  • 12Investment Team Members
  • 3Investment Strategies

Collaboration

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 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 Ross Burford

Ross Burford, CFA

Business Analyst
Headshot of Jensen employee Adam Calamar

Adam Calamar, CFA

Portfolio Manager
Headshot of Jensen employee Jannis Fingberg

Jannis Fingberg, CFA

Business Analyst
Headshot of Jensen employee Kurt Havnaer

Kurt M. Havnaer, CFA

Portfolio Manager
Andy Li headshot

Andy Li, CFA

Business Analyst
Headshot of Jensen employee Tyra Pratt

Tyra Pratt, CFA

Portfolio Manager
Headshot of Jensen employee Megan Romero

Megan Romero

Business Analyst
Headshot of Jensen employee Kevin Walkush

Kevin Walkush

Portfolio Manager
& Head of ESG
Headshot of Jensen employee Jeff Wilson

Jeff Wilson, CFA

Portfolio Manager
Andy Li headshot

Andy Li, CFA

Business Analyst
Joined the firm in 2023. Andy conducts fundamental research. He joined Jensen from Janus Henderson Investors, where he provided equity research as a technology and industrial technologies analyst focused on international markets. Andy started his career as a research associate at Wasatch Global Investors, focusing on international markets. He earned a BS in management from Brigham Young University. Andy is a CFA® charterholder and a member of CFA Society Portland.

In the pursuit of quality

Our Timeline

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1988

Founding – Val Jensen Founds Jensen Investment Management 

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Photo of Founding Director Val Jensen and his wife and dogs.
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1992

The Jensen Portfolio Launched

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2008

The Jensen Quality Value Strategy Launched 

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2017

The Jensen Quality Value Composite Relaunch

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2018

The Jensen Portfolio Officially Renamed The Jensen Quality Growth Fund 

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2020

The Jensen Global Quality Growth Launch

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