MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, October 18, 2023 35 Years, 3 Strategies, $13B In AUM The team at an employee-owned mutual fund firm near Portland is celebrating their coral anniversary. Last week, Rob McIver, managing director and portfolio manager at Jensen Investment Management [profile], highlighted the Lake Oswego, Oregon-based boutique's 35th birthday. (The firm launched in 1988.) Jensen now has a staff of 40 and has more than $13 billion in AUM (as of August) across three investment strategies: Global Quality Growth, Quality Growth, and Quality Value. They offer all three strategies in mutual fund form, with multiple share classes available for each. "Our journey is a testament to the commitment and dedication of our exceptional team and our relentless pursuit of 'quality' in all aspects of our work," McIver states. "This commitment has been the bedrock of our success and will continue to shape our future endeavors." The Jensen team lays claim to running the largest independent asset manager in Oregon. Printed from: MFWire.com/story.asp?s=66575 Copyright 2023, InvestmentWires, Inc. All Rights Reserved |