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.

$ 11.6 B
Assets Under Management

  as of September 30, 2020

100 %
Employee Owned
32
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.

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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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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