About
Adam Calamar, CFA, is a Senior Portfolio Manager at Jensen Investment Management in Portland, Oregon, where he leads fundamental and quantitative research for the Jensen Quality Growth, Jensen Quality Value, and Quality Mid Cap investment strategies. His key responsibilities include overseeing equity portfolios with a focus on high-quality, large- and mid-cap stocks, prioritizing companies with sustainable competitive advantages, strong business performance, and persistent returns on shareholder equity.
Adam specializes in active equity management, emphasizing the blue-chip sector and quality value investing, and is integral to Jensen’s selective, research-driven approach targeting concentrated portfolios derived from a universe of businesses with consistently high returns. Prior to becoming Portfolio Manager, he served as Business Analyst and Manager of Institutional Services, enabling him to contribute extensively to relationship management and client communication for institutional investors.
Adam began his investment career at Broadmark Asset Management, which specializes in low-volatility equity strategies. He earned both a BS and an MBA from Oregon State University, holds the CFA charter, and is a member of the CFA Society of Portland and the Portland Alternative Investment Association. His background spans finance, small business, and the sciences, supporting his expertise in quality growth and value equity analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jensen Investment Management | Portfolio Manager | Jan 2015 to Present | — |
| Jensen Investment Management | Business Analyst | Jan 2010 to Jan 2015 | — |
| Jensen Investment Management | Manager, Institutional Services | Jan 2008 to Jan 2010 | — |
| Broadmark Asset Management LLC | Marketing Intern | Jan 2007 to Jan 2008 | — |
| Sock It to Me | Accountant | Jan 2007 to Jan 2008 | — |
| Oregon State University | Research Assistant | Jan 2005 to Jan 2005 | — |
| Oregon State University | Laboratory Assistant | Jan 2004 to Jan 2005 | — |
Education
Oregon State University
Masters
2005 — 2007
Oregon State University
Bachelors
2001 — 2005
Skills & Expertise
Others at Jensen Investment Management Inc. (6)
| Name | Role | Location |
|---|---|---|
| Global Equity Research Analyst | Portland, OR , United States | |
| Portfolio Manager | Portland, OR , United States | |
| Portfolio Manager | Portland, OR , United States | |
J Jannis Fingberg | Investment Analyst | United States |
| Equity Analyst | Portland, OR , United States | |
| Research Analyst | San Francisco, CA , United States |
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