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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jensen Investment Management | Equity Analyst | Jun 2017 to Present | — |
| Craig-Hallum Capital Group | Equity Research Associate, Semiconductors | Oct 2011 to Apr 2017 | — |
| Allianz Life | Intern | Jun 2011 to Sep 2011 | — |
| Aristotle Fund at University of St Thomas | Student Fund Manager | Sep 2010 to Aug 2011 | — |
| u.s. Bank | Office of Enterprise Risk Management Intern | Jun 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
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 | |
| Portfolio Manager | Portland, OR , United States | |
J Jannis Fingberg | Investment Analyst | United States |
| Research Analyst | San Francisco, CA , United States |
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