Updated:
Jensen Investment Management
Val Jensen founded Jensen Investment Management in 1988, launching the firm with a singular focus on what it calls "uncompromising quality." From the start,...
Jensen Investment Management
Val Jensen founded Jensen Investment Management in 1988, launching the firm with a singular focus on what it calls "uncompromising quality." From the start, the Lake Oswego, Oregon-based firm built its investment philosophy around a fundamental, bottom-up analysis of business endurance and profitability, screening for companies with a long-term record of persistently high returns on shareholder equity. The firm remains 100% employee owned, cementing an independence that it considers central to its investment discipline. The firm deploys a concentrated equity strategy across three distinct mandates: the flagship US Large-Cap Quality Growth strategy, the Quality Mid Cap strategy, and the Global Quality Growth strategy launched in 2020. Each strategy draws from a curated, internal "Jensen Quality Universe" of companies that pass a rigorous, team-based fundamental screen. While specific individual portfolio holdings are not advertised, the firm discloses its process targets businesses with durable competitive advantages, consistent earnings, and high returns on equity. The strategies cover a broad geographic footprint including North America, Europe, and Asia within its global mandate. The firm managed $5.2 billion in assets as of March 31, 2026 (per the firm, March 2026), managed by an 11-member investment team including President Allen T. Bond and CEO Rob McIver. In 2024, the firm expanded its vehicle lineup by launching the Jensen Quality Growth ETF, creating a more accessible wrapper for its longest-running strategy. Alongside its institutional and intermediary business, Jensen operates a Private Client group, directly managing assets for individuals and families. The team-based culture extends to firm leadership, with a history of collaborative portfolio management rather than a star-manager model. Jensen's structural differentiator lies in its codified, committee-driven investment process that has remained consistent for over three decades. The firm's investment committee applies the same exhaustive quality screen to every potential holding, avoiding exposure to any business that falls outside its internally researched universe, regardless of market narrative. This durable, process-driven approach—combined with the firm's employee ownership model—insulates decision-making from external parent-company demands and aligns the investment team directly with client outcomes over market cycles.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
AUM
$5.2 billion (per the firm, March 2026)
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035, United States
Principals
Val Jensen
Founder
Rob McIver
CEO / Portfolio Manager
Allen T. Bond
President / Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Jensen Investment Management?
Jensen employs a team-based, committee-driven investment process rather than a single star manager. The 11-member investment team, including President Allen T. Bond and CEO Rob McIver, collaboratively applies the firm's bottom-up quality screen. Ideas are debated and inclusion into the proprietary Jensen Quality Universe requires consensus on the durability of a company's competitive position and long-term returns on equity.
What defines the 'Jensen Quality Universe'?
The Jensen Quality Universe is an internally researched, proprietary list of businesses that have demonstrated persistently high returns on shareholder equity over a long-term horizon. The investment team applies a rigorous fundamental screen focusing on durable competitive advantages, consistent earnings, and strong balance sheets. Only companies that pass this collective analysis are eligible for inclusion in any of the firm's three portfolio strategies.
How is Jensen Investment Management owned, and how does that affect the firm's stability?
The firm is 100% employee owned, a structure it has maintained since its founding. This independence protects the investment team from external parent-company pressures or short-term distribution demands. Jensen frequently cites this ownership model as critical to preserving its three-decade commitment to a consistent, quality-focused investment philosophy without distraction.
Does Jensen participate in non-US or global equity markets?
Yes. The firm launched its Global Quality Growth strategy in 2020, which searches for quality companies regardless of domicile. This strategy applies the same fundamental, bottom-up quality screen used in its US strategies to a global investable universe, covering businesses across North America, Europe, and Asia.
What types of investment vehicles does Jensen offer for its strategies?
Jensen offers multiple access points for its strategies, depending on client type. These include a US mutual fund (the Jensen Quality Growth Fund), a more recently launched ETF (the Jensen Quality Growth ETF, launched in 2024), and separately managed accounts for institutional and high-net-worth clients. The firm also directly serves individuals through its Jensen Private Client group.
How has Jensen's strategy lineup evolved over time?
The firm launched its initial strategy, The Jensen Portfolio, in 1992, which was later renamed the Jensen Quality Growth Fund. In 2008, it introduced the Jensen Quality Value Strategy, which was refocused and renamed the Jensen Quality Mid Cap Strategy in 2024. The Global Quality Growth strategy was initiated in 2020, marking the firm's expansion beyond exclusively US equity mandates.
Is Jensen Investment Management a family office or a traditional asset manager?
Jensen operates as an independent, employee-owned asset manager, not a family office. It provides active equity strategies to a broad institutional, intermediary, and high-net-worth client base. The firm's structure and regulatory registration as an investment advisor position it squarely as a specialized public-markets equity manager.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: