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Jorge Rivas

Jorge Rivas

Equity Analyst at Jensen Investment Management Inc.

Portland, OR , United States

About

Jorge Rivas, CFA, is a Portfolio Manager on the Jensen Quality Value Investment Team at Jensen Investment Management, where he has been with the firm since 2017. In his current role, Rivas is responsible for portfolio management and in-depth fundamental research, focusing on constructing and overseeing a concentrated portfolio of high-quality equities for the firm's Quality Value Strategy.

He specializes in identifying companies with sustainable competitive advantages and a consistent track record of strong returns on equity, utilizing a bottom-up, fundamental approach to stock selection. At Jensen, his primary investment focus is on U.S. large- and mid-cap equities across sectors, with an emphasis on quality and value characteristics in businesses expected to drive growth, profitability, and free cash flow.

Earlier in his career, Rivas served as an Equity Research Associate at Craig-Hallum Capital Group, where he specialized in semiconductor sector coverage, and interned with Allianz Life. He holds a BS in Business and an MBA in Finance from the University of St. Thomas, as well as a degree from Pontificia Universidad Católica del Perú.

Career History

OrganizationRoleDate RangeDetails
Jensen Investment ManagementEquity AnalystJun 2017 to Present
Craig-Hallum Capital GroupEquity Research Associate, SemiconductorsOct 2011 to Apr 2017
Allianz LifeInternJun 2011 to Sep 2011
Aristotle Fund at University of St ThomasStudent Fund ManagerSep 2010 to Aug 2011
u.s. BankOffice of Enterprise Risk Management InternJun 2010 to Sep 2010

Education

University of St. Thomas - Opus College of Business

Master Of Business Administration, Finance

2009 2011

Pontificia Universidad Católica del Perú

Skills & Expertise

Financial Modeling
Loans
Equities
Finance
Investments
Financial Analysis
Valuation
Corporate Finance
Microsoft Excel
Bloomberg
Mutual Funds
Leadership
Equity Research
Due Diligence
Capital Markets
Equity Valuation

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
Jeff Wilson
Jeff Wilson
Portfolio ManagerPortland, OR , United States
Tyra Pratt
Tyra Pratt
Portfolio ManagerPortland, OR , United States
J
Jannis Fingberg
Investment AnalystUnited States
Kimberlee Millar
Kimberlee Millar
Research AnalystSan Francisco, CA , United States

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