Team based approach
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 combined with our team based approach has allowed us to remain focused on our investment philosophy without distraction for more than three decades.
*Data as of September 30, 2023
- $12.9BAssets Under Management*
- 1Investment Philosophy
- 12Investment Team Members
- 3Investment Strategies
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.
Allen T. Bond, CFA
Eric H. Schoenstein
Ross Burford, CFA
Adam Calamar, CFA
Jannis Fingberg, CFA
Kurt M. Havnaer, CFA
Andy Li, CFA
Tyra Pratt, CFA
Jeff Wilson, CFA
Andy Li, CFA
In the pursuit of quality
Founding – Val Jensen Founds Jensen Investment Management
The Jensen Portfolio Launched
The Jensen Quality Value Strategy Launched
The Jensen Quality Value Composite Relaunch
The Jensen Portfolio Officially Renamed The Jensen Quality Growth Fund
The Jensen Global Quality Growth Launch
We believe in the power of collaboration. Since inception, Jensen team members have worked alongside several community organizations in support of their varied philanthropic missions.
We are proud to support the following charities and organizations: