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 June 30, 2024
- $12.4BAssets Under Management*
- 1Investment Philosophy
- 12Investment 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
![Headshot of Jensen, Managing Director Allen Bond](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/bond-allen_web-300x269.jpg)
Allen T. Bond, CFA
![Headshot of Jensen Managing Director Rob McIver](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/mciver-rob_web-300x269.jpg)
Rob McIver
![Headshot of Jensen Managing Director Eric Schoenstein](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/schoenstein-eric_web-300x269.jpg)
Eric H. Schoenstein
![Headshot of Jensen employee Ross Burford](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/ross-burford-headshot-300x269-1.jpg)
Ross Burford, CFA
![Headshot of Jensen employee Adam Calamar](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/calamar-adam_web-1-300x269.jpg)
Adam Calamar, CFA
![Headshot of Jensen employee Jannis Fingberg](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/jannis-fingberg-headshot-300x269.jpg)
Jannis Fingberg, CFA
![Headshot of Jensen employee Kurt Havnaer](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/havnaer-kurt_web-300x269.jpg)
Kurt M. Havnaer, CFA
![Andy Li headshot](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/08/andy-li-headshot-300x269-1.jpg)
Andy Li, CFA
![Headshot of Jensen employee Tyra Pratt](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/tyra-pratt-img-min-300x268.jpg)
Tyra Pratt, CFA
![Headshot of Jensen employee Megan Romero](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/romero-megan_web-300x269.jpg)
Megan Romero
![Headshot of Jensen employee Kevin Walkush](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/walkush-kevin_web-300x269.jpg)
Kevin Walkush
![Headshot of Jensen employee Jeff Wilson](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/06/wilson-jeff_web-300x269.jpg)
Jeff Wilson, CFA
![Headshot placeholder](https://www.jenseninvestment.com/non-us/wp-content/uploads/2023/07/headshot-placeholder-150x150.png)
Matt Murphy
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: