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 December 31, 2024
- $11.2BAssets Under Management*
- 1Investment Philosophy
- 13Investment 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

Allen T. Bond, CFA

Rob McIver

Eric H. Schoenstein

Ross Burford, CFA

Adam Calamar, CFA

Jannis Fingberg, CFA

Kurt M. Havnaer, CFA

Andy Li, CFA

Kimberlee Millar, CFA


Tyra Pratt, CFA


Megan Romero


Kevin Walkush


Jeff Wilson, CFA



Kimberlee Millar, CFA
In the pursuit of quality
Our Timeline
Supporting
Community Stewardship
We believe in the power of collaboration. Since our inception, Jensen team members have partnered with a wide variety of community organizations in support of their philanthropic missions.
We are proud to support the following charities and organizations: