Jensen Investment Management Increases Female Ownership to Nearly 30% with Additions to Firm’s Shareholders

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--Jensen Investment Management, a 100% employee-owned investment management firm founded in 1988, announced three new additions to the firm’s shareholders, Dorothy Friedrich, Tyra Pratt, CFA, and Jeff Wilson, CFA. With these additions, Jensen’s ownership is now nearly 30% female.

“Jensen’s mission to ensure top talent across generations is a commitment to firm stewardship both for investors and stakeholders,” said Robert McIver, Managing Director at Jensen. “In an effort to maintain this promise, we began expanding our recruiting reach several years ago. This initiative has been instrumental in attracting and retaining top talent. In the last two years, four women have accepted invitations to become shareholders allowing us to reach nearly 30% in female ownership.”

Together, the 2021 ownership class represents nearly 42 years of investment experience with members hailing from three states. In addition to the new shareholders, Christopher Neill, CFA, and Kevin Walkush have increased their ownership stakes in the firm.

“For more than three decades, we have diligently executed our investment discipline with humility and respect for both our peers and the markets,” said Eric Schoenstein, Managing Director at Jensen. “Jensen is a special place because of the people. Dorothy, Tyra and Jeff bring an unwavering commitment to quality investing, client service and collaboration - values that have been the hallmark of the firm for more than 32 years. We are excited that they have decided to align their long-term interests with Jensen.”

Jensen manages approximately $12.4 billion (as of December 31, 2020) across three investment strategies, Jensen Quality Growth, Jensen Quality Value and Jensen Global Quality Growth.