Jensen Investment Management

What Jensen Investment Management does

Jensen Investment Management is a privately-held, 100% employee-owned active equity manager founded in 1988 and headquartered in Lake Oswego, Oregon. The firm manages approximately $5.2 billion in assets as of March 31, 2026, across three core investment strategies — Jensen Quality Growth (U.S. large-cap), Jensen Quality Mid Cap (U.S. mid-cap), and Jensen Global Quality Growth (global large-cap) — delivered through mutual funds in multiple share classes (I, J, Y, R), the Jensen Quality Growth ETF (JGRW, launched August 2024), and separate accounts. Distribution is split across three customer segments: financial advisors, institutional investors (endowments, foundations, pension funds, family offices), and individual investors, with mutual fund distribution handled by Quasar Distributors and ETF distribution by Foreside Fund Services.

The firm's investment process is anchored by its proprietary Jensen Quality Universe™ screening methodology, which targets companies that have produced a return on shareholder equity of 15% or greater in each of the past 10 consecutive years. The resulting universe is refined by market capitalization and domicile criteria appropriate to each strategy, yielding roughly 340 qualifying companies for Quality Growth and 295 for Quality Mid Cap. Portfolio construction is highly concentrated (25–50 holdings) and managed by an 11-person investment team using a collaborative, team-based approach. Active share ranges from 66% (Quality Growth) to 96% (Quality Mid Cap), and average holding periods approximate 7 years.

Jensen generates revenue exclusively through investment management fees on AUM, with net expense ratios ranging from 0.53% (Quality Growth Class Y) to 1.25% (Global Quality Growth Class J). Certain share classes carry contractual fee waivers extending through March 1, 2027. The firm maintains no disclosed external equity holders, debt, or M&A activity, and has operated continuously under the same quality-investing philosophy for 37 years.

Name

Jensen Investment Management

Legal name

Jensen Investment Management, Inc.

Website

https://jenseninvestment.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Active Equity Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Active equity management
• Quality growth investing
• Mutual fund management
• Exchange-traded funds
• Separately managed accounts

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Jensen Investment Management generates revenue through investment management fees charged on assets under management across its mutual funds, ETF, and separate account strategies. Fee structures include gross expense ratios ranging from 0.53% to 1.47% depending on share class, with contractual fee waivers in place through March 1, 2027 for certain share classes.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Jensen Investment Management is a high-conviction, active equity manager that delivers quality-focused investment strategies to financial advisors, institutional investors, and individual investors. The firm offers three core strategies—Quality Growth (US Large-Cap), Quality Mid Cap, and Global Quality Growth—delivered via mutual funds across multiple share classes (I, J, Y, R), the Jensen Quality Growth ETF (JGRW), and separate accounts, all driven by its proprietary Jensen Quality Universe™ screening methodology requiring 15%+ return on equity over 10 consecutive years.

Product overview

Jensen Investment Management is a high-conviction, active equity manager offering three core investment strategies: Quality Growth (US Large-Cap), Quality Mid Cap (US Mid-Cap), and Global Quality Growth (Global). These strategies are delivered through multiple investment vehicles including mutual funds with multiple share classes (I, J, Y, R) and the Jensen Quality Growth ETF (JGRW). The firm applies its proprietary Jensen Quality Universe™ screening methodology, which requires companies to demonstrate 15%+ ROE for 10 consecutive years, as the foundation of its quality-focused investment approach.

Differentiator

Problem solved

Functional benefit

Brands

• Jensen Quality Growth ETF (JGRW): Exchange-traded fund launched in August 2024, representing the firm's first ETF vehicle for the Quality Growth strategy.

Products and services

• Jensen Quality Growth Fund US Large-Cap Blend/Large-Cap Core mutual fund strategy with 25-30 portfolio holdings targeting companies that have produced 15%+ return on shareholder equity for 10 consecutive years. Available in Class I, J, Y, and R share classes with net expense ratios ranging from 0.53% to 0.82%. Designed for financial advisors, institutional investors, and individual investors seeking quality-focused large-cap exposure.
• Jensen Quality Mid Cap Fund US Mid-Cap Blend mutual fund strategy with 30-50 portfolio holdings targeting quality companies. Available in Class I, J, and Y share classes with net expense ratios ranging from 0.80% to 1.05%. Aimed at investors seeking quality-focused mid-cap equity exposure through long-term capital appreciation.
• Jensen Global Quality Growth Fund Global Large-Stock Growth mutual fund strategy with 25-40 portfolio holdings representing 11 countries. Available in Class I, J, and Y share classes with net expense ratios ranging from 1.00% to 1.25%. Designed for investors seeking geographically diversified quality equity exposure.
• Jensen Quality Growth ETF (JGRW) Exchange-traded fund providing exposure to the Jensen Quality Growth strategy. Trades on national securities exchanges at market price through brokerage platforms. Distributed by Foreside Fund Services, LLC. Reached $124 million in AUM as of close of 2025.

Quantifiable outcome

• Average 7-year holding period demonstrates long-term investment conviction and patience
• +2 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Quasar Distributors, LLCcoreChannel Partner/ Reseller/ DistributorQuasar Distributors, LLC serves as the distributor for Jensen Quality Growth Fund, Jensen Quality Mid Cap Fund, and Jensen Global Quality Growth Fund mutual funds. They handle the sale and distribution of fund shares to financial intermediaries and investors.
• Foreside Fund Services, LLCcoreChannel Partner/ Reseller/ DistributorForeside Fund Services, LLC serves as the distributor for the Jensen Quality Growth Exchange Traded Fund (JGRW). They provide distribution services for ETF shares traded on national securities exchanges.
• US BankcoreImplementation/ SI/ Consulting PartnerUS Bank serves as Jensen's fund custodian and transfer agent. Clients with account-specific questions are directed to US Bank for assistance with account services, transactions, and reporting.

Scale indicators17 records

Recent moves13 records

Expansion highlights4 records

Direct peers

• Oakmark Funds (Harris Associates): Oakmark Funds is a long-tenured active equity manager with concentrated, high-conviction value-quality portfolios. Comparable in philosophical focus on durable business franchises and patient, multi-year holding periods.
• Manning & Napier: Manning & Napier is a closely-held active asset manager with a long-tenured quality and fundamental approach, similar boutique culture, and multi-vehicle distribution. Comparable in size and client base to Jensen.
• Polen Capital: Polen Capital is a boutique active equity manager with a strong quality-growth focus, most comparable in philosophy and process to Jensen's Quality Growth strategy. Both firms run concentrated, high-conviction portfolios targeting durable, high-ROE businesses with long holding periods.
• Baron Capital Group: Baron Capital is a long-standing active equity boutique with concentrated quality-growth strategies distributed via mutual funds and ETFs. Highly comparable in investment philosophy, concentration, and holding-period discipline.
• Calamos Asset Management: Calamos is a publicly-traded active asset manager with comparable AUM scale and a strong focus on quality growth and convertible strategies, distributed through mutual funds, ETFs, and SMAs. Similar boutique-to-mid-market positioning.
• Alger: Fred Alger Management is a long-standing active equity boutique focused on growth and quality companies, with a similar product mix of mutual funds, SMAs, and increasingly ETFs. Comparable in size, boutique structure, and active management style.

Broad incumbents

• Victory Capital: Victory Capital operates a multi-boutique active equity platform with quality and growth strategies, and an ETF presence. Comparable through its franchise-style structure that preserves boutique culture while providing distribution scale Jensen lacks.
• T. Rowe Price: T. Rowe Price is a global asset manager with a flagship quality-growth equity franchise, distributed through mutual funds, ETFs, and institutional mandates. A broad incumbent peer serving overlapping advisor and institutional clients.
• American Century Investments: American Century is a large, established active asset manager with quality-focused equity products distributed through mutual funds, ETFs, and advisor channels. Overlaps with Jensen in the quality-growth category but at far greater scale.
• Hartford Funds: Hartford Funds is the asset management arm of The Hartford, distributing a multi-boutique suite of equity strategies including quality growth. While much larger, Hartford competes in the same advisor channels and ETF/shares class structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/jensen-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds3 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jensen Investment Management