Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Jensen Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Jensen Investment Management
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

  • 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
    Managing Director -- PM, Jensen Investment Management
    Story Archive for Jensen Investment Management
    Published On Story Headline Publication
    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
    2021: Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF In Focus: Board Oversight of Sub-advisers, April 15
    2. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
    3. IDC Virtual Roundtable: Florida - April 2021, April 20
    4. The 31st Sub-Advised Funds Forum, Apr 20-21
    5. ETF.com Awards 2020, April 20
    6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    7. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
    8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
    9. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
    10. IDC Webinar: The Future of the Workplace - April 2021, April 23
    11. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
    12. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
    13. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
    14. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
    15. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
    16. ICI 2021 General Membership Meeting - Day 1, May 6
    17. Emerging Manager Forum USA, May 12-14
    18. ICI 2021 General Membership Meeting - Day 2, May 13
    19. 2021 FINRA Annual Conference, May 18-20
    20. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
    21. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    22. MFDF Director Discussion Series - Open Forum via Zoom, May 19
    23. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
    24. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
    25. ICI 2021 Operations and Technology Conference, May 20
    26. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24




    ©All rights reserved to InvestmentWires, Inc. 1997-2021
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use