5300 Meadows Road
Suite 250
Lake Oswego, OR 97035-8234
Google Maps
Contact
Main Phone: 503-726-4384
Web Site:
http://www.jenseninvestment.com
Mutual Fund Brand(s)
Jensen Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Founded in 1998, Lake Oswego,Oregon-based Jensen Investment Management is an employee-owned firm that serves as investment adviser to two mutual funds. The company's flagship fund, The Jensen Portfolio, began ofering shares in the summer of 1992. Nearly 18 years later, on March 31, 2010, Jensen launched its second mutual fund, the Jensen Value Fund.
Robert Millen, chairman and portfolio manager, retired at the end of February 2011. The company did not name a new chairman. Decision-making at Jensen is handled by a team of five people.
Its total AUM as of March 31, 2017 is $7.01 billion.
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Sponsored Opportunities
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Key People:
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Rob McIver
Managing Director, Portfolio Manager, Jenson Investment Management | Robert Zagunis
Portfolio Manager, Jensen Investment Management | Dave Mertens
Managing Director, Jensen Investment Management | Brian Ferrie
CFO, compliance, Jenson Investment Management Inc. | Eric Schoenstein
Chief Investment Officer, Managing Director, Portfolio Manager, Jensen Investment Management |
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