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Allen T. Bond
Directeur de la Recherche - Actions chez
Jensen Investment Management, Inc.
Profil
Mr. Allen T.
Bond, CFA MBA, is a Managing Director, Head of Research & Portfolio Manager at Jensen Investment Management, Inc. He is responsible for coordinating fundamental research conducted across the investment teams.
Additionally, he maintains his portfolio management and analyst responsibilities.
Mr. Bond joined the firm from Washington Mutual, where he held the position of Credit Analyst.
In that role, he performed fundamental analysis on investment grade corporate bond issuers.
Prior to Washington Mutual, he was a High Yield Credit Analyst and Trader for Columbia Management Group.
He began his career as a Trader at Ferguson Wellman Capital Management.
He earned a BS in Business and an MBA from the University of Oregon and is a CFA charterholder.
He currently serves on the board of directors for the CFA Society of Portland.
Postes actifs de Allen T. Bond
| Sociétés | Poste | Début |
|---|---|---|
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen is a high-conviction, active equity manager which aims to provide long-term capital appreciation for their clients by focusing on equity portfolios that are derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity. The firm's proprietary conservative, growth investment approach employs fundamental, original research to uncover top tier companies available at a significant discount to their intrinsic value. | Directeur de la Recherche - Actions | 01/01/2022 |
Anciens postes connus de Allen T. Bond
| Sociétés | Poste | Fin |
|---|---|---|
Washington Mutual, Inc.
 Washington Mutual, Inc. Savings BanksFinance Provides financial services to consumers and mid sized businesses | Corporate Officer/Principal | 31/12/2006 |
Ferguson Wellman Capital Management, Inc.
 Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies. | Corporate Officer/Principal | 31/12/2001 |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Corporate Officer/Principal | 31/12/2004 |
Formation de Allen T. Bond
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Washington Mutual, Inc.
Washington Mutual, Inc. Savings BanksFinance Provides financial services to consumers and mid sized businesses | Finance |
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen is a high-conviction, active equity manager which aims to provide long-term capital appreciation for their clients by focusing on equity portfolios that are derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity. The firm's proprietary conservative, growth investment approach employs fundamental, original research to uncover top tier companies available at a significant discount to their intrinsic value. | Finance |
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies. | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lundquist College of Business
 Lundquist College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
