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Kimberlee Millar

Kimberlee Millar

Research Analyst at Jensen Investment Management Inc.

San Francisco, CA , United States

About

Kimberlee Millar is a Research Analyst at Jensen Investment Management, where she supports the Jensen Quality Growth Fund by conducting fundamental equity research and monitoring portfolio performance. Her work focuses on large-cap stocks, with particular coverage in the healthcare, technology, and financial services sectors, leveraging deep analysis of business fundamentals and long-term value creation.

Prior to joining Jensen in January 2025, Kimberlee served as Senior Vice President and Portfolio Manager at Voya Investment Management (formerly Allianz Global Investors U.S.), where she managed equity portfolios and led research on U.S. and global equities. Earlier, she held the role of Director and Portfolio Manager at Allianz Global Investors, building core expertise in quality growth strategies in both public and private markets.

Kimberlee holds a Master’s degree in Economics from Queen's University and a Bachelor's degree in Economics from the University of Calgary, and is a CFA charterholder. She is recognized for her rigorous analytical approach, client-focused mindset, and contributions to asset allocation and sector positioning in leading equity strategies. Her investment commentary on holdings such as Eli Lilly, Meta Platforms, and Mastercard has been cited in industry publications for its insight into innovation-driven growth and competitive leadership within portfolio companies.

Career History

OrganizationRoleDate RangeDetails
Jensen Investment ManagementResearch AnalystJan 2025 to Present
Voya Investment Management (acquired Allianz Global Investors U.S. in July 2022)SVP - Portfolio Manager and AnalystJan 2022 to Jan 2023
Allianz Global InvestorsDirector - Portfolio Manager and AnalystJan 2017 to Jan 2022
Allianz Global InvestorsVP - AnalystJan 2005 to Jan 2016
Investment Company InstituteEconomistJan 1997 to Jan 2005

Education

Queen's University

Master's degree, Economics

University of Calgary

Bachelor's degree, Economics

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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
Jorge Rivas
Jorge Rivas
Equity AnalystPortland, OR , United States

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