JENNISON ASSOCIATES

Founded in 1969, Jennison Associates (Jennison) is a global investment management company that specialises in a select range of active equity and fixed income investment strategies. The firm’s equity expertise spans style disciplines, geographies, and market capitalisations.

Jennison’s main mission is to deliver consistent and sustainable outperformance for its clients over time and excellence in client service. This singular focus is embedded in its culture and guides decision making.

The firm’s tightly held company values focus on independent thought, individual contributions and performance, and how these come together to advance broader client-centric goals and objectives. The success in achieving client investment objectives has been made possible by Jennison’s distinct investment-focused culture.

For more than 50 years, Jennison’s team has successfully applied the firm’s investment principles to build insights and judgement to identify opportunities and construct portfolios. Its approach is underpinned by belief that long-term excess returns can be achieved by identifying and investing in market-leading opportunities.

Jennison is, and always has been, distinguished by professional excellence, client focus, teamwork and experience.

The team believes client results are a measure of success. Its client relationships average 18 years, while 38 percent of clients have been with Jennison for more than 20 years.

At 30 June 2024, Jennison managed US$209.7 billion on behalf of its clients.

Why PAN-Tribal selected Jennison

Jennison’s mission across all areas of its firm is to deliver consistent and sustainable outperformance for its clients over time. This singular focus is embedded in its culture and guides its decisions. Importantly, Jennison aligns its interests with those of the investors the firm serves and has exceptionally long-tenured relationships with its clients.

Culture and values

Jennison’s diverse and inclusive culture is a result of the firm’s tightly held company values, which focus on independent thought, individual contributions and performance. The firm is able to sustain its culture through generations of employees because of our common belief in its values.

Client focus

The long tenure of Jennison’s client relationships is a testament to the firm’s strong track record of investment performance, partnership and trust.

Consistency and conviction

Managing client assets is Jennison’s only business and its goal is to generate repeatable long-term outcomes through disciplined investment processes. The firm offers a select group of carefully developed investment strategies, valuing deep client relationships and positive long-term outcomes more than a collection of products.

Stability

Jennison takes a long-term view in its investment approach and business planning. This results in a consistent investment-driven culture that is stable but never static. The firm continuously invests in technology and talent, knowing this can lay the foundation for future successes for Jennison, its clients and partners.

Independent thinkers

Entrenched in a disciplined investment process, Jennison’s investment culture demands the intellectual honesty and rigour needed to identify opportunities across changing market conditions and secular trends. We believe that the best results are achieved by professionals who thrive in an environment of excellence and integrity. Each Jennison employee has the opportunity to make an impact.

Thomas F. Davis, Managing Director

Tom Davis is a portfolio manager for the global equity opportunity and international equity opportunity strategies. Before joining Jennison in 2011, Tom was with Loomis Sayles where he began his tenure as a global equity research analyst and was most recently a co-portfolio manager of global equity portfolios. Prior to that, Tom was global equity research analyst at Putnam Investments. He started his career as an analyst at Morgan Stanley. Tom received a BA in economics from Dartmouth College and an MBA from Fuqua School of Business at Duke University. 

Rebecca Irwin, Managing Director

Rebecca Irwin is a portfolio manager for the global equity and global sustainable strategies, as well as a research analyst covering consumer discretionary and consumer staples. She joined Jennison in 2006. Previously Rebecca was a healthcare analyst at Viking Global Investors. Before that, she was with UBS and Salomon Smith Barney. Earlier in her career, she was a corporate associate at Fired, Frank, Harris, Shriver & Jacobson. Rebecca received a BA in economics from Queen’s University at Kingston, an LLB from the University of Toronto and an LLM from Harvard Law School.