Articles from Jensen Investment Management

Jensen Investment Management ("Jensen"), a 100% employee-owned active equity investment management firm, today announced that its Quality Growth ETF (NYSE: JGRW) has surpassed $100 million in assets under management, reaching $124 million as of December 31, 2025. The actively managed ETF, which launched in August 2024, is available on multiple platforms.

Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment of Jannis Fingberg to Portfolio Manager and Co-Lead of the Jensen Global Quality Growth Strategy.

Jensen Investment Management ("Jensen") today commemorates the one-year anniversary of the Jensen Quality Growth ETF (JGRW), which launched in August 2024 to provide investors with additional access to the firm’s well-established, high-conviction investment strategy.

Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment of Jeff Wilson, CFA, to Portfolio Manager for the Jensen Quality Growth Strategy. With this promotion, Mr. Wilson expands his existing role as Portfolio Manager for the Global Quality Growth Strategy while continuing his contributions as a research analyst across multiple products. Since joining Jensen in 2019, Mr. Wilson has made significant contributions, as a senior member of the team, to the firm’s investment process, conducting in-depth fundamental research on potential investments and identifying high-quality companies that align with Jensen’s long-term investment philosophy within both the Jensen Quality Growth Strategy and the Jensen Global Quality Growth Strategy. His expertise spans both domestic and international markets, positioning him to effectively manage and drive the firm’s domestic strategy. As a shareholder of Jensen Investment Management, Mr. Wilson's interests are directly aligned with our clients’ long-term success.

Jensen Investment Management, a 100% employee-owned investment management firm founded in 1988, today announces the addition of three employees to firm’s ownership: Holly Campbell, Manager, Operations; Crista DesRochers, Director, Client Services; and Alisa Millerd, Associate Director, Operations. This announcement coincides with the previously announced retirement of Managing Director Eric Schoenstein, effective March 1, 2025.

Jensen Investment Management, an Oregon-based high-conviction active equity manager, proudly announces the promotion of Richard Clark to Managing Director, a move that reinforces the firm's strategic growth and dedication to its client-focused, quality-driven investment philosophy.

Jensen Investment Management, (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce the launch of the Jensen Quality Growth ETF (JGRW). Set to begin trading today, this actively managed exchange-traded fund (ETF) seeks to provide investors with access to Jensen's Quality Growth Strategy in a convenient, tax-efficient vehicle.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today announced that Matt Murphy has joined the firm as its relationship manager responsible for intermediary client coverage and business development in the eastern United States. Murphy will be based in Cincinnati, Ohio, and report to Richard Clark, head of business development.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to welcome Phil Bennett and Sarah Stevens as its newest employee shareholders. Additionally, Philomena Ferree and Sarah Doxsee have added to their positions.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm announces the planned retirement of Eric Schoenstein, Chief Investment Officer, effective March 1, 2025.

About Jensen Investment Management

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today proudly commemorates its 35th anniversary. Since its inception, Jensen has exemplified a commitment to excellence, a client-first approach and the fostering of a team-oriented culture.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that Portfolio Manager Tyra Pratt, CFA, was named a "Rising Star" at the Fund Intelligence Mutual Fund Industry and ETF Awards 2023. The awards, now in their 30th year, spotlight fund management and firms for their leadership, governance and contributions to the industry. The winners were announced at a ceremony in New York City on June 15.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that it has appointed Crista DesRochers, CIPM®, as its new Client Services Director. She joins from ACA Group where she was a partner, providing Global Investment Performance Standards (GIPS®) consulting and verification services to investment managers across the globe. She brings more than 17 years of investment management consulting experience, as well as expertise in ESG-assurance-related services. She got her start in the business at Charles Schwab & Co.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership and welcomes them as shareholders.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today announced the promotion of Adam Dunn to Director of Trading and Jeff Wilson to Portfolio Manager, respectively.

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today announced that Phil Bennett has joined the organization as its new Director of Institutional Sales and Client Service, effective July 11.

Jensen Investment Management, a 100% employee-owned high-conviction equity investment management firm, today announced the appointment of Shannon Contreras to Jensen Investment Management’s Board of Directors.

Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announced the appointment of Kevin Walkush as head of its Environmental, Social and Governance (ESG) initiatives.