Jensen Investment Management Announces Equity Ownership Shareholders

LAKE OSWEGO, Ore.--()--Jensen Investment Management, a 100% employee owned investment management firm founded in 1988, is pleased to announce the most recent additions to firm ownership and welcomes Amphaphone Mar and Philomena A. Ferree as shareholders. Additionally, shareholders Rama Balasubramanian and Keith Reiland have increased their ownership stakes in the firm.

“Both Amphaphone and Philomena have played key roles in the evolution of client service at the Firm.” said Rob McIver, Managing Director at Jensen. “The contributions that they have made and continue to make are paramount to maintaining the deep client relationships that serve as a cornerstone for our business.”

“The strength of our firm is based on an unwavering commitment to investing in both quality businesses and quality people. We are very pleased that Amphaphone and Philomena have committed to align their long-term interests with Jensen,” said Jensen Managing Director, Eric Schoenstein.

Jensen manages approximately $10.4 billion (as of December 31, 2019) across two investment strategies, Jensen Quality Growth and Jensen Quality Value, with firm ownership shared among 16 of Jensen’s 32 employees.

To learn more about any of Jensen’s team members, go to:
https://www.jenseninvestment.com/our-team/

For more information contact: Dorothy Friedrich, Director of Marketing at:
DFriedrich@jenseninvestment.com | (503)726-2042

Contacts

Dorothy Friedrich
Director of Marketing
DFriedrich@jenseninvestment.com

Contacts

Dorothy Friedrich
Director of Marketing
DFriedrich@jenseninvestment.com