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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jensen Investment Management | Portfolio Manager | Jan 2023 to Present | — |
| Jensen Investment Management | Business Analyst | Jul 2019 to Dec 2022 | — |
| Scharf Investments, LLC | Senior Research Analyst | Jan 2019 to Jul 2019 | — |
| Scharf Investments, LLC | Research Analyst | Jul 2013 to Dec 2018 | — |
| Freestone Capital Management | Portfolio Manager | Apr 2007 to Apr 2013 | — |
| ICM Asset Management | Research Analyst | Jul 2005 to Mar 2007 | — |
| ICM Asset Management | Research Intern | Jan 2005 to May 2005 | — |
| Smith Barney | Intern | Jan 2003 to Jan 2004 | — |
Education
Gonzaga University
Bachelor Of Arts, Business Administration, Accounting, Finance
2001 — 2005
Others at Jensen Investment Management Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Portland, OR , United States | |
| Global Equity Research Analyst | 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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