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Press Release

March 5, 2021

Jensen Promotes Two Analysts to Portfolio Managers

LAKE OSWEGO, Ore. – Jensen Investment Management, a 100% employee-owned investment management firm founded in 1988, recently promoted Tyra Pratt, CFA, and Jorge Rivas, CFA, as Portfolio Managers to the Jensen Quality Value Investment Team.

With this appointment, Ms. Pratt and Mr. Rivas will join Portfolio Managers Adam Calamar, CFA, Kurt Havnaer, CFA and Eric Schoenstein in overseeing the Portfolio’s $100+M in assets.

Ms. Pratt joined Jensen in 2017 and is Jensen’s first female portfolio manager. She is an active Board Member of the CFA Society of Portland and holds a BA in Finance from Roger Williams University. Mr. Rivas also joined Jensen in 2017. He holds a BS in Business and an MBA from the University of Saint Thomas, MN.

Both Ms. Pratt and Mr. Rivas have been deeply involved in the Strategy’s fundamental research evolution, portfolio management decisions and investor activities related to the Jensen Quality Value Strategy. “We are committed to the development and growth of our employees” said Jensen Portfolio Manager and Managing Director, Eric Schoenstein, adding “we are proud to announce these well-deserved promotions.”

Tyra Pratt, CFA

Joined Jensen Investment Management in 2017. Tyra conducts fundamental research for the Jensen Quality Value Strategy.

Tyra joined Jensen from CTC | myCFO where she held the position of Hedge Fund Research Analyst. In that role, she was involved in the sourcing, due diligence and monitoring of hedge funds. Prior to CTC, Tyra worked as a Financial Analyst on the Consulting Services Team at M Benefit Solutions.

Tyra earned her BA in Finance from Roger Williams University in Rhode Island and is a CFA charterholder.

Jorge Rivas, CFA

Joined Jensen Investment Management in 2017. Jorge conducts fundamental research for the Jensen Quality Value Strategy.

Jorge joined Jensen from Craig-Hallum Capital Group where he held the position of Sell-Side Equity Research Associate Analyst. In that role, Jorge performed fundamental analysis on primarily Small to Mid- capitalization companies in the Semiconductor space. 

He earned a BS in Business and an MBA from the University of Saint Thomas, MN and is a CFA charterholder.

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1 Board of Governors of the Federal Reserve System (US), Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level [WALCL], retrieved from FRED, Federal Reserve Bank of St. Louis;
https://fred.stlouisfed.org/series/WALCL, February 22, 2021.

2 Quality buckets are based on S&P Quality Rankings.

3 Source: Refinitiv Eikon

4 Federal Reserve Bank of St. Louis, 10-Year Breakeven Inflation Rate [T10YIE], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/T10YIE, February 28, 2021.

The information contained in this article is intended to be educational and informational and not used to make investment decisions. The mention of specific securities should not be considered a recommendation by Jensen. The specific securities identified and described above do not represent all of the securities purchased and sold in Jensen’s investment strategies and it should not be assumed that investment in these securities were or will be profitable. There is no assurance that the securities identified remain in Jensen’s investment strategies or that securities sold have not been repurchased.

Past performance is no guarantee of future results. Certain information contained in this material represents or is based upon forward-looking statements, which can be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue”, or “believe” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, expectations or results may differ materially from those reflected or contemplated in such forward-looking statements. The information contained herein illustrates a facet of management’s investment process; however, management’s plans and policies in this respect may change in the future. In particular economic, market and other conditions could cause the process to change from the descriptions contained herein. This information is current as of the date of this material and is subject to change at any time, based on market and other conditions. Indices are unmanaged and do not incur investment management fees. An investor is unable to invest in an index. 

The S&P 500 Index is a market value weighted index consisting of 500 stocks chosen for market size, liquidity and industry group representation. The Russell 1000 Growth Index measures the performance of those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values. These indexes are unmanaged, and you cannot invest directly in an index.

Jensen Investment Management, Inc. is an investment adviser registered under the Investment Advisers Act of 1940. Registration with the SEC does not imply any level of skill or training. Although taken from reliable sources, Jensen cannot guarantee the accuracy of the information received from third parties. Graphs, charts, and/or diagrams cannot, by themselves, be used to make investment decisions.