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 September 30, 2020

$ 11.6 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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Rama Balasubramanian
Rama Balasubramanian
Director - 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.

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.

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.

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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: