Kimberlee Millar
Research Analyst at Jensen Investment Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jensen Investment Management | Research Analyst | Jan 2025 to Present | — |
| Voya Investment Management (acquired Allianz Global Investors U.S. in July 2022) | SVP - Portfolio Manager and Analyst | Jan 2022 to Jan 2023 | — |
| Allianz Global Investors | Director - Portfolio Manager and Analyst | Jan 2017 to Jan 2022 | — |
| Allianz Global Investors | VP - Analyst | Jan 2005 to Jan 2016 | — |
| Investment Company Institute | Economist | Jan 1997 to Jan 2005 | — |
Education
Queen's University
Master's degree, Economics
University of Calgary
Bachelor's degree, Economics
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 |
| Equity Analyst | Portland, OR , United States |
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