Adam Calamar
Analyst-Equity bij Jensen Investment Management, Inc.
Profiel
Mr. Adam Calamar, CFA MBA, is a Portfolio Manager at Jensen Investment Management, Inc. He conducts fundamental and quantitative research for both the Jensen Quality Growth and Jensen Quality Value investment strategies.
He joined the firm in 2008.
He previously held the position of Manager, Institutional Services at Jensen, where he assisted in relationship management with the company’s institutional clients.
Mr. Calamar began his career at Broadmark Asset Management, LLC, a hedge fund management company specializing in low-volatility equity strategies.
He earned his BS and MBA degrees from Oregon State University, and has a broad background in finance, small business, and the sciences.
Mr. Calamar is a CFA charterholder and a member of the CFA Society of Portland, as well as the Portland Alternative Investment Association.
Actieve functies van Adam Calamar
| Bedrijven | Functie | Begin |
|---|---|---|
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Analyst-Equity | 01-01-2008 |
Eerdere bekende functies van Adam Calamar
| Bedrijven | Functie | Einde |
|---|---|---|
Broadmark Asset Management LLC
 Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | Corporate Officer/Principal | - |
Opleiding van Adam Calamar
| Oregon State University | Masters Business Admin |
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| Bedrijven in privébezit | 2 |
|---|---|
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Finance |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | Finance |
