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Andy Li

Andy Li

Global Equity Research Analyst at Jensen Investment Management Inc.

Portland, OR , United States

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

OrganizationRoleDate RangeDetails
Jensen Investment ManagementGlobal Equity Research AnalystJul 2023 to Present
Janus Henderson Investors U.S.Associate AnalystJan 2019 to Mar 2023
Asia Technology Media & Telecommunications
Janus Henderson Investors U.S.Research AssociateMar 2016 to Dec 2018
Asia Large Cap
Wasatch AdvisorsJunior Equity AnalystJan 2014 to Feb 2016
Asia Small Cap
Wasatch AdvisorsEquity Research InternSep 2013 to Dec 2013
Alta Capital ManagementEquity Research Summer AnalystJun 2013 to Sep 2013
BYU Global Financial AdvisorsResearch Analyst InternJan 2011 to Apr 2013

Education

Brigham Young University - Marriott School of Management

Bachelor of Science, Finance

2011 2013

Skills & Expertise

Bloomberg
Financial Modeling
Financial Analysis
Investments
Microsoft Excel
Equity Research
Economics
Accounting
Mandarin
Capital IQ
Portfolio Management
Factset
Equity Valuation
Valuation
Equities
Corporate Finance
Bloomberg Terminal

Others at Jensen Investment Management Inc. (6)

NameRoleLocation
Adam Calamar
Adam Calamar
Portfolio ManagerPortland, OR , United States
Jeff Wilson
Jeff Wilson
Portfolio ManagerPortland, OR , United States
Tyra Pratt
Tyra Pratt
Portfolio ManagerPortland, OR , United States
J
Jannis Fingberg
Investment AnalystUnited States
Jorge Rivas
Jorge Rivas
Equity AnalystPortland, OR , United States
Kimberlee Millar
Kimberlee Millar
Research AnalystSan Francisco, CA , United States

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