Press Release

Jensen Investment Management Promotes Jannis Fingberg, CFA, to Portfolio Manager of the Jensen Global Quality Growth Investment Team

LAKE OSWEGO, Ore. — September 10, 2025 — Jensen Investment Management, a 100% employee-owned active equity investment management firm, announces the appointment of Jannis Fingberg, CFA, to Portfolio Manager for the Jensen Global Quality Growth Strategy.

Since joining Jensen in 2022, Jannis has contributed key investment ideas and provided in-depth company coverage — particularly in the technology sector — that have made a substantial positive impact across both the Quality Growth and Global Quality Growth strategies. His promotion underscores Jensen’s commitment to strengthening its investment expertise and ensuring long-term continuity for clients.

Jannis Fingberg, CFA

“Jannis brings deep valuable global perspective and sector knowledge that has proven instrumental to our Quality Growth and Global Quality Growth investment teams,” said Allen Bond, CFA, Portfolio Manager and Managing Director at Jensen Investment Management. “His disciplined approach, strong track record as an equity analyst, and collaborative leadership style make him exceptionally well-suited to co-lead our Global Quality Growth Strategy. We are confident that his contributions will further enhance our ability to deliver attractive long-term results for our clients.”

Jannis has extensive experience in fundamental equity research across both U.S. and international companies. He served as a technology investment analyst at Champlain Investment Partners and as an equity research analyst at Orbis Investment Management in Hong Kong, Bermuda, and London. He holds an MBA from Stanford, a BA from the University of Oxford, and is a CFA charterholder and member of CFA Society San Francisco.

The Jensen Global Quality Growth Strategy seeks to invest in high-quality companies worldwide with durable competitive advantages and strong returns on equity, offering investors a consistent, long-term approach to global equity investing.

This promotion is part of a broader series of investment team updates at Jensen, reflecting the strength and depth of the firm’s experienced professionals. In addition to Jannis’s appointment, the firm recently named Jeff Wilson co-lead of the Jensen Quality Growth Strategy and promoted long-tenured team members Adam Calamar and Kurt Havnaer to senior portfolio manager roles. Collectively, these updates reinforce Jensen’s team-based approach and disciplined investment process and reflect the firm’s continued commitment to developing talent internally and aligning its team with clients’ long-term success.