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 combined with our team based approach has allowed us to remain focused on our investment philosophy without distraction for more than three decades.

* data as of December 31, 2020

$ 12.4 B
Assets Under Management
1
Investment Philosophy
10
Investment Team Members
3
Investment 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.

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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.

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In the pursuit of quality

Our Timeline

1988

Founding – Val Jensen Founds Jensen Investment Management 

1992

The Jensen Portfolio Launched

 

 

2008

The Jensen Quality Value Strategy Launched 

 

 

2017

The Jensen Quality Value Composite Relaunch

 

 

2018

The Jensen Portfolio Officially Renamed The Jensen Quality Growth Fund 

 

2020

The Jensen Global Quality Growth Launch

Supporting

Community Stewardship

We believe in the power of collaboration. Since inception, Jensen team members have worked alongside several community organizations in support of their varied philanthropic missions. 

We are proud to support the following charities and organizations: