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Adam Calamar
Analyst-Equity at Jensen Investment Management, Inc.
Profile
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.
Adam Calamar active positions
Companies | Position | Start |
---|---|---|
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. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm acts as the investment adviser to various mutual funds and a collective investment fund. | Analyst-Equity | 2007-12-31 |
Former positions of Adam Calamar
Companies | Position | End |
---|---|---|
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 | - |
Training of Adam Calamar
Oregon State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm 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 |
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