Andy Li
Global Equity Research Analyst at Jensen Investment Management Inc.
About
Andy Li is a Global Equity Research Analyst at Jensen Investment Management based in Portland, Oregon. At Jensen, he is responsible for conducting deep fundamental research on global equities, supporting the firm's Global Quality Growth strategy and collaborating with the portfolio management team to identify companies with high-quality fundamentals and long-term growth potential. His coverage spans major global sectors, with a particular emphasis on technology, industrials, and consumer staples—core areas within Jensen’s quality-focused investment universe.
Prior to joining Jensen Investment Management in July 2023, Andy Li held progressively senior research roles at Janus Henderson Investors, where he focused on global equity research and analysis across multiple industries. He advanced from Research Associate to Associate Analyst over seven years, further sharpening his expertise in fundamental company analysis and investment thesis development.
Andy Li holds a Bachelor of Science in Finance from Brigham Young University’s Marriott School of Management and is a CFA charterholder. His analytic rigor and collaborative approach have contributed to the success of quality growth strategies, and he is recognized for his sector knowledge in global equities, especially in technology and industrial fields.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jensen Investment Management | Global Equity Research Analyst | Jul 2023 to Present | — |
| Janus Henderson Investors U.S. | Associate Analyst | Jan 2019 to Mar 2023 | Asia Technology Media & Telecommunications |
| Janus Henderson Investors U.S. | Research Associate | Mar 2016 to Dec 2018 | Asia Large Cap |
| Wasatch Advisors | Junior Equity Analyst | Jan 2014 to Feb 2016 | Asia Small Cap |
| Wasatch Advisors | Equity Research Intern | Sep 2013 to Dec 2013 | — |
| Alta Capital Management | Equity Research Summer Analyst | Jun 2013 to Sep 2013 | — |
| BYU Global Financial Advisors | Research Analyst Intern | Jan 2011 to Apr 2013 | — |
Education
Brigham Young University - Marriott School of Management
Bachelor of Science, Finance
2011 — 2013
Skills & Expertise
Others at Jensen Investment Management Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | 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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