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MFWire: Jensen Funds
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Jensen Investment Management
5300 Meadows Road
Suite 250
Lake Oswego, OR  97035-8234
Google Maps

Main Phone: 503-726-4384
Web Site: http://www.jenseninvestment.com

Mutual Fund Brand(s)
Jensen Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Jensen Investment Management
    Published On Story Headline Publication
    3/13/2024 A Principal Owner Prepares to Retire From a $13.4B-AUM Firm MFWire.com
    10/18/2023 35 Years, 3 Strategies, $13B In AUM MFWire.com
    3/16/2023 Three Jensen Employees Gain Stakes MFWire.com
    3/15/2023 For Cap Group, Is the Fifth Time the Charm? MFWire.com
    6/30/2021 A $12.7B-AUM AM Adds an ESG Chief MFWire.com
    3/25/2020 In the Midwest, a Fund Firm Adds Two Employee-Owners, And ... MFWire.com
    8/16/2019 A Subadvised Fund Firm Is Back On Top, Proportionately MFWire.com
    8/14/2019 A Natixis Boutique Regains the Lead MFWire.com
    4/17/2019 A TAMP Takes the Lead MFWire.com
    3/4/2019 Hand Helps a Two-Fund Firm Into DC I-O 401kWire.com
    12/13/2018 The Transamerica Team Gains an Ex-Jensen Exec MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    5/2/2018 Ark Takes the Lead MFWire.com
    3/29/2018 Two Niche ETF Shops Lead the Small Firm Pack MFWire.com
    10/3/2017 Follow the Fundsters - October 3, 2017 MFWire.com
    4/3/2017 Filings for Fundsters - April 3, 2017 MFWire.com
    3/7/2017 Follow the Fundsters - March 7, 2017 MFWire.com
    2/23/2017 Jensenís Distro Head Retires MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    11/10/2016 Filings for Fundsters - November 10, 2016 MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    11/23/2011 Jensen Expands its Sales Team MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    10/7/2010 S&P Names Mutual Fund Award Finalists MFWire.com
    3/31/2010 Jensen Launches its Second Mutual Fund in 18 Years MFWire.com
    1/28/2010 Jensen's Chairman Plans His Retirement MFWire.com
    10/15/2007 Jensen Adds A Fifth Member to its Investment Management Committee MFWire.com
     News Archives
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