View of the city in the mountains

Get to Know Jensen

Who is Jensen Investment Management?

In 1988, Val Jensen founded Jensen Investment Management as a better way to serve his clients. Weary from turbulent, short-sighted equities markets, the 66-year-old career broker found refuge in quality investing.

More than three decades later, our clients continue to benefit from our unwavering commitment to managing high-conviction, quality portfolios. Through concentrated ownership in high-quality businesses, Jensen’s Growth and Value Strategies have outperformed over various full market cycles while typically experiencing less than average volatility.1

Men discussion

How We Invest

An Unwavering Commitment to Quality

High-quality businesses possess durable competitive advantages. Among other things, competitive advantages often allow companies more latitude in pricing their goods and services. The ability to raise prices is critical in an inflationary environment, and we are beginning to see evidence of this trend manifest itself in the comments and actions from companies held in the Jensen Quality Strategies.

Office conversation

Our Story

Unabashedly Independent

Jensen was created for long-term investors—by long-term investors.

We remain 100% owned by active employees who share decision-making control and  have successfully navigated several ownership transitions over the past three decades.

This independence allows us to take a long-term approach to investing alongside our clients.  We have been blessed with clients who share our long-term investment approach and have an experienced team serving them, with an average tenure of over 10 years.

Office conversation

The Jensen Team Approach

Collaborative, High Conviction Investing

Our portfolio managers work together, bringing diverse perspectives and a broad spectrum of business experience to every investment decision.

Combining conviction and patience, our investment team navigates through the short-term noise with an eye to our long-term objectives to execute our discipline regardless of changing market conditions.

Explore the Jensen Quality Strategies

Quality Growth

  • US Large-Cap Blend / Large-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality UniverseTM

Global Quality Growth

  • Global Large-Cap Blend / Large-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality UniverseTM

Quality Value

  • US Mid-Cap Blend / Mid-Cap Core
  • Bottom-Up Fundamentals
  • Portfolio Companies from Jensen Quality UniverseTM

Let’s start a conversation.

West Coast
Headshot of Jensen employee Alex Sorosky

Alexandria Sorosky

Relationship Manager, Western Region
National Accounts
Headshot of Jensen employee Richard Clark

Richard Clark

Director, Business Development

1 Jensen Investment Management,

Jensen Investment Management, Inc. is an investment adviser registered under the Investment Advisers Act of 1940. Our views expressed herein are subject to change and should not be construed as a recommendation or offer to buy or sell any security and are not designed or intended as basis or determination for making any investment decision. Our discussions should not be construed as an indication that an investment in a security has been or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of any security discussed herein. Any holdings discussed herein do not represent all of the securities in which Jensen invests.