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March 15, 2024

Jensen Investment Management

Jensen Investment Management, a 100% employee-owned active equity investment management firm, added Phil Bennett and Sarah Stevens as its newest employee shareholders. Bennett joined Jensen in July 2022 as director of institutional sales and client service, and has a 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 United States and Canada. Before that he spent nearly five years at Mellon Capital. Stevens 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. Additionally, Philomena Ferree and Sarah Doxsee are adding to their ownership positions in the firm. Philomena is a manager in the private client business, and Doxsee is a compliance officer. Jensen is headquartered in Lake Oswego, Oregon.




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