Jensen Investment Management Promotes Investment Team Members
LAKE OSWEGO, Ore., Sept. 30, 2015 /PRNewswire/ -- Jensen Investment Management, manager of the Jensen Funds, announces that Kurt Havnaer, Allen Bond, Kevin Walkush and Adam Calamar have been promoted to Portfolio Manager. Each has previously served as a Business Analyst, and a voting member of the Jensen Funds' investment team, alongside portfolio managers Robert Zagunis, Robert McIver and Eric Schoenstein; the seven team members will continue to have equal voting responsibilities within the firm's consensus-based investment process.
Managing Director, Eric Schoenstein remarked, "These promotions recognize the contributions that each of them has made, the responsibilities that they have accepted, and the value they deliver for our clients."
"As Portfolio Managers, Kurt, Allen, Kevin and Adam will maintain their focus on the deep, fundamental research of quality businesses that is a hallmark of the Jensen investment process. Their commitment to this process and their service to our clients is evidence of the depth we have within our professional ranks, which we believe positions us favorably for the future."
About Our Portfolio Managers
Kurt Havnaer, CFA
Kurt conducts fundamental research and joined the firm in 2005. Kurt spent nine years with Columbia Management Group, Inc. as a high yield analyst and co-portfolio manager of the Columbia High Yield Fund. Prior to joining Columbia, he held positions as Portfolio Manager, Analyst and Trader at SAFECO Asset Management in Seattle. Kurt's career began as a Staff Accountant and Auditor at Price Waterhouse. He earned a BA in Business Administration from the University of Washington. He earned his MBA from Seattle University and is a Chartered Financial Analyst (CFA) charter holder.
Allen Bond, CFA
Allen conducts fundamental research and joined the firm in 2007. Allen joined Jensen from Washington Mutual where he held the position of Credit Analyst. In that role, Allen performed fundamental analysis on investment grade corporate bond issuers. Prior to Washington Mutual, he was a High Yield Credit Analyst and Trader for Columbia Management Group. Allen began his career as a Trader at Ferguson Wellman Capital Management. He earned a BS in Business and an MBA from the University of Oregon and is a CFA charter holder. Allen currently serves on the board of directors for the CFA Society of Portland.
Kevin Walkush
Kevin conducts fundamental research and joined the firm in 2007. He is also a voting member of the Investment Committee. Kevin joined Jensen from Morningstar where he held the position of Stock Analyst. In that role, Kevin provided equity research coverage of industrial, mining, and alternative energy stocks. Prior to Morningstar, he consulted for Lux Capital where he performed due diligence on investment candidates as well as prepared university based technology for commercialization. Kevin has also held various finance and operational roles at Amazon.com and Weyerhaeuser. He earned his BS in Chemical Engineering from Washington University in St. Louis and his MBA from the University of Michigan.
Adam Calamar, CFA
Adam conducts fundamental research and joined the firm in 2008. He began his career at Broadmark Asset Management, LLC, a hedge fund management company specializing in low-volatility equity strategies. He earned his BS and MBA degrees from Oregon State University, and has a broad background in finance, small business, and the sciences. Adam is a CFA charter holder and a member of the CFA Society of Portland.
About Jensen
Jensen Investment Management was founded in 1988 as an independent, employee-owned investment management company. The firm remains employee-owned with nearly 50% of its employees in the ownership group. Jensen had total assets under management of over $6.0 billion as of August 31, 2015. The firm manages the Jensen Quality Growth Fund, Jensen Quality Value Fund, as well as separate and institutional accounts.
Web Site: http://www.jenseninvestment.com
The Jensen Funds' investment objectives, risks, charges and expenses must be carefully considered before investing. The funds' prospectuses contain this and other important information about the investment companies, and may be obtained by calling 1-800-992-4144, or by visiting www.jenseninvestment.com. Read them carefully before investing.
Mutual fund investing involves risk. Loss of principal is possible
The Jensen Funds are distributed by Quasar Distributors, LLC.
SOURCE Jensen Investment Management
Share this article