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.
"Our ongoing commitment to maintaining Jensen's independence and ensuring long-term continuity for our clients requires thoughtful and proactive management of transitions in ownership," said Rob McIver, Managing Director, President and Portfolio Manager. "As we celebrate Eric's outstanding contributions to the firm and his planned retirement, we are equally excited to welcome these talented individuals as shareholders, each of whom will help to drive forward our commitment through their leadership and expertise."
"At Jensen, our culture of stewardship isn’t just seen in our investment approach – it’s about nurturing talent and fostering long-term leadership," said Allen Bond, Managing Director, Head of Research and Portfolio Manager. "By maintaining significant employee ownership across the organization, we align our team’s interests with those of our clients, ensuring that our firm's commitment to quality investing endures for generations to come."
Jensen manages approximately $11 billion in assets across its investment strategies, with employee ownership distributed among more than 50% of Jensen's 40 employees.
About Jensen Investment Management
Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. The firm focuses on companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity. For more information, please visit www.jenseninvestment.com.
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