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Text Content

 * About Us
    * How We Invest
    * Quality Growth
    * Quality Value
    * Global Quality Growth
   
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WELCOME


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UNCOMPROMISING QUALITY.


JENSEN INVESTMENT MANAGEMENT IS A HIGH-CONVICTION, ACTIVE EQUITY MANAGER WITH AN
UNWAVERING COMMITMENT TO QUALITY. THE FIRM FOCUSES ON COMPANIES DERIVED FROM A
SELECT UNIVERSE OF BUSINESSES THAT HAVE PRODUCED A LONG-TERM RECORD OF
PERSISTENTLY HIGH RETURNS ON SHAREHOLDER EQUITY.


$ 13.7 B
Assets Under Management

  as of March 31, 2022

100 %
Employee Owned
33
Years Since Founding
Miscellaneous 79 final




COLLABORATING


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
Firm Leadership Investment Team
Firm Leadership
 * Firm Leadership
 * Investment Team


Allen T. Bond, CFA®
Managing Director,
Head of Research and Portfolio Manager
Miscellaneous 79 final READ BIO
Joined Jensen Investment Management in 2007. Allen is responsible for
coordinating fundamental research conducted across the investment teams.
Additionally, he maintains his portfolio management and analyst
responsibilities. Allen joined Jensen from Washington Mutual where he held the
position of Credit Analyst. In that role, Allen performed fundamental analysis
on investment grade corporate bond issuers. Prior to Washington Mutual, he was a
High Yield Credit Analyst and Trader for Columbia Management Group. Allen began
his career as a Trader at Ferguson Wellman Capital Management. He earned a BS in
Business and an MBA from the University of Oregon and is a CFA charterholder.
Allen is past president of CFA Society Portland.
Gabriel L. Goddard
Managing Director,
Chief Compliance Officer and General Counsel
Miscellaneous 79 final READ BIO

Joined the firm in 2012. Gabe has worked in compliance since 2005. Most
recently, Gabe served as Senior Compliance Officer for Fifth Third Asset
Management, Inc. Prior to FTAM, Gabe worked as an Associate Compliance Attorney
and then CCO of CinFin Capital Management. Contemporaneous with those positions,
Gabe acted as Staff Counsel for the Cincinnati Insurance Company. Gabe began his
legal career in private practice as a trial attorney. He received his BA from
Indiana University and his JD from The Ohio State University College of Law.

Rob McIver
Managing Director,
Portfolio Manager
Miscellaneous 79 final READ BIO

Joined the firm in 2004. Along with his portfolio management responsibilities,
Rob also serves as Jensen’s President and as a director of The Jensen Quality
Growth Fund. For three years prior to joining Jensen, he was located in British
Columbia, Canada where he managed two private companies. Rob has 29 years of
experience in the banking and investment businesses, including 10 years with
Schroder Investment Management in London. He also served as Chief Investment
Officer, Latin America for the Miami, Florida-based Schroder & Co. Trust Bank.
Rob received a BA (Joint Honors) from the University of Nottingham.

Eric H. Schoenstein
Managing Director,
Chief Investment Officer and Portfolio Manager
Miscellaneous 79 final READ BIO
Joined Jensen Investment Management in 2002. Eric currently serves as the Chief
Investment Officer with primary responsibility for portfolio management and
strategy across all of Jensen’s products. Eric spent nearly fourteen years with
Arthur Andersen LLP, as a Senior Audit Manager, providing a wide variety of
services to clients of all sizes in both the public and private sectors. He
earned a BS in Business Administration, with a focus in Accounting, from Oregon
State University. Eric is serving as a trustee for the Oregon State University
Foundation Board of Trustees and is currently the Board Chair. He is also a past
president of the Oregon State University Alumni Association. He serves as a
director for the Western Golf Association, which administers and oversees the
Evans Scholars Foundation and serves on the Executive Committee for the Oregon
Golf Association, currently as its Treasurer and is a past President.
Rama Balasubramanian
Director,
Operations and Information Systems
Miscellaneous 79 final READ BIO

Joined the firm in 2018. Rama earned his Bachelor’s degree in Computer Science
from Mumbai University in India, MBA degree from the Zicklin School of Business
(CUNY) in New York City, and MS in Technology Management from Columbia
University in New York City. He has over twenty years of experience in
information technology, information security, project management and technology
governance. Prior to joining Jensen, Rama worked with Columbia Investment
Management Company, Columbia University, Citibank Retail Banking Group and
Wealth Management Groups, Solomon Smith Barney, and AXA Financial, in a range of
technology leadership, application development, project management, IT Security,
and consultative roles. Outside of work, Rama likes to cook, run long distances,
and spend time with his family.

Richard Clark
Director,
Sales & Marketing
Miscellaneous 79 final READ BIO

Joined the firm in 2001. Richard is responsible for sales and client service for
advisor and intermediary channels. He began his career in the investment
industry with Morgan Stanley and also worked with Merrill Lynch, spending three
years as a financial advisor. Before entering the investment industry, Richard
was a professional counselor. He was awarded the title of Youth Worker of the
Year in the State of Texas for his work with at-risk teens. He earned a degree
in Rehabilitation Studies with an emphasis in Psychology from The University of
North Texas and an MHA from The University of Mary Hardin-Baylor.

Shannon M. Contreras, IACCP®
Director,
Finance and Senior Compliance Officer
Miscellaneous 79 final READ BIO
Joined the firm in 2014. Shannon is responsible for Jensen’s finance department
and serves as the Treasurer for the Jensen Quality Growth Fund. With more than
15 years of experience in the financial services industry, she has held senior
roles in both Finance and Compliance, including Chief Compliance Officer at a
previous firm. In addition to her role in Finance, Shannon continues to play a
key role in the firm’s compliance and human resource departments.

Shannon received a Post Baccalaureate Certificate in Accounting from Portland
State University, a Bachelor of Science in Business Administration with an
emphasis on finance from the University of California, Riverside, and maintains
the Investment Adviser Certified Compliance Professional designation. She is
also a Board Member of Gladstone Junior Baseball.

Dorothy Friedrich
Director,
Marketing
Miscellaneous 79 final READ BIO

Joined the firm in 2019, Dorothy is responsible for Jensen’s marketing efforts.
Dorothy joined Jensen from Rocaton Investment Advisors where she served as the
Director of Sales and Marketing. Prior to Rocaton, Dorothy worked at AXA
Investment Managers where she headed the Americas RFP team and at the Carlyle
Group where she supported the sales and marketing efforts of their commodities
platform, Vermillion Asset Management. Dorothy holds a B.A. from Union College.

Keith Reiland
Director,
Private Client
Miscellaneous 79 final READ BIO

Joined the firm in 2015. Keith oversees the private client team, and works
closely with clients to develop financial plans rooted in Jensen’s quality
investment discipline. He previously worked at Fisher Investments as an
Investment Counselor within The Private Client Group. While at Fisher, Keith
also worked within their Institutional Group, managing a team of associates with
a focus on business development. Previously, Keith was a Senior Investment
Analyst at RVK, an institutional investment consultant based in Portland,
Oregon. Keith earned a Bachelor of Science in Economics from the University of
Oregon.

View more


INVESTING


JENSEN QUALITY STRATEGIES

At Jensen, we search for quality companies by targeting exceptional business
performance combined with endurance.


QUALITY GROWTH

30+ years of unwavering commitment to quality.

 * Miscellaneous 79 final US Large-Cap Blend / Large-Cap Core
 * Miscellaneous 79 final Bottom Up / Fundamental
 * Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
 * Miscellaneous 79 final Team Approach

Miscellaneous 79 final LEARN MORE


QUALITY VALUE

Capturing quality down the cap spectrum.

 * Miscellaneous 79 final Mid-Cap Value / Mid-Cap Core
 * Miscellaneous 79 final Bottom Up / Fundamental
 * Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
 * Miscellaneous 79 final Team Approach

Miscellaneous 79 final LEARN MORE


GLOBAL QUALITY GROWTH

Quality is location and domicile agnostic.

 * Miscellaneous 79 final Global Large-Cap Blend / Large-Cap Core
 * Miscellaneous 79 final Bottom Up / Fundamental
 * Miscellaneous 79 final Portfolio Companies from Jensen Quality Universe TM
 * Miscellaneous 79 final Team Approach

Miscellaneous 79 final LEARN MORE



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There is no assurance that the investment process will lead to successful
investing or that the stated objective(s) will be met. Investing involves risk;
principal loss is possible. 

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