Sign in
Jeff Wilson

Jeff Wilson

Portfolio Manager at Jensen Investment Management Inc.

Portland, OR , United States

About

Jeff Wilson is a Portfolio Manager at Jensen Investment Management in Portland, OR, where he leads both the Jensen Quality Growth Strategy and the Global Quality Growth Strategy. In this role, he manages a range of investment vehicles including mutual funds, ETFs, and separately managed accounts, focusing on delivering long-term attractive returns by identifying high-quality companies through rigorous fundamental research.

Wilson specializes in public equities across both domestic and international markets, with a particular emphasis on quality growth stocks. His expertise extends to evaluating companies across diverse industries without exclusive sector concentration, leveraging a generalist approach to support multiple global equity strategies.

Prior to joining Jensen in 2019, Wilson was a Senior Research Analyst at Scharf Investments, LLC and held analyst and portfolio manager roles at Freestone Capital Management and ICM Asset Management. He holds a Bachelor of Arts in Accounting and Business Administration with a concentration in Finance from Gonzaga University, is a CFA charterholder, and an active member of the CFA Society of Portland.

Career History

OrganizationRoleDate RangeDetails
Jensen Investment ManagementPortfolio ManagerJan 2023 to Present
Jensen Investment ManagementBusiness AnalystJul 2019 to Dec 2022
Scharf Investments, LLCSenior Research AnalystJan 2019 to Jul 2019
Scharf Investments, LLCResearch AnalystJul 2013 to Dec 2018
Freestone Capital ManagementPortfolio ManagerApr 2007 to Apr 2013
ICM Asset ManagementResearch AnalystJul 2005 to Mar 2007
ICM Asset ManagementResearch InternJan 2005 to May 2005
Smith BarneyInternJan 2003 to Jan 2004

Education

Gonzaga University

Bachelor Of Arts, Business Administration, Accounting, Finance

2001 2005

Others at Jensen Investment Management Inc. (6)

NameRoleLocation
Adam Calamar
Adam Calamar
Portfolio ManagerPortland, OR , United States
Andy Li
Andy Li
Global Equity Research AnalystPortland, 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

Similar Fund Managers

NameRoleFundLocation
Alan Ives
Alan Ives
Portfolio ManagerKing Luther Capital Management Corp.TX , United States
Arthur Yeager
Arthur Yeager
AnalystKing Luther Capital Management Corp.Fort Worth, TX , United States
C
Christian Andreach
Co-Head of Global Equities and Portfolio ManagerManning & Napier Advisors LLCChattanooga, TN , United States
Jeremy Lobb
Jeremy Lobb
Senior TraderManning & Napier Advisors LLCBozeman, MT , United States