Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to welcome Phil Bennett and Sarah Stevens as its newest employee shareholders. Additionally, Philomena Ferree and Sarah Doxsee have added to their positions.

“Our employee ownership model underpins our commitment to providing long-term value creation, quality and growth opportunities across the business,” said Allen Bond, Managing Director, Head of Research & Portfolio Manager at Jensen. “Phil and Sarah’s investment is a vote of confidence in the strength of our firm and our prospects for continued success. They both understand our culture and values and I know they will work tirelessly to maintain our strong track record of serving both clients and employees.”

Phil joined Jensen in July 2022 as Director of Institutional Sales and Client Service and has a distinguished track record in client services roles at asset management companies. He previously spent four years at Thornburg Investment Management where he served as Regional Director for Western US and Canada. Before that he spent nearly five years at Mellon Capital.

Sarah is a Manager in the Private Client business. She joined Jensen in 2015 and has 20 years of experience in administrative support roles at law, engineering and financial firms.

Meanwhile, Philomena Ferree and Sarah Doxsee are adding to their ownership positions in the firm. Philomena is a Manager in the Private Client business, while Sarah is a Compliance Officer.

Jensen manages approximately $13.5 billion (as of February 2024) across three investment strategies: Jensen Quality Growth, Jensen Quality Value and Jensen Global Quality Growth. Ownership of the firm is shared among more than 50% of Jensen’s 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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