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John Owens
Gestionnaire de Portefeuille-Actions chez
Morningstar Investment Management LLC
Profil
John William Owens is currently a Senior Portfolio Manager at Morningstar Investment Management LLC since 2015.
Formerly, Mr. Owens was a Senior Portfolio Manager at Morningstar Investment Services LLC from 2009 to 2015, a Manager at Andersen & Co. LLP in 2011, Chief Operating Officer at Sandefer Capital Partners LP in 2000, an Associate at Kpmg Archer Ltd. from 2002 to 2004, a Senior Associate at PricewaterhouseCoopers LLP in 1996, and a Research Analyst at Morningstar, Inc. (Research).
Education includes an MBA from The University of Texas at Austin in 1998, and undergraduate and graduate degrees from Oklahoma State University in 1992 and 1993 respectively.
Postes actifs de John Owens
| Sociétés | Poste | Début |
|---|---|---|
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Gestionnaire de Portefeuille-Actions | 01/12/2015 |
Anciens postes connus de John Owens
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | Gestionnaire de Portefeuille-Actions | 01/12/2015 |
Andersen & Co. LLP
 Andersen & Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 30/09/2011 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/01/2009 |
Kpmg Archer Ltd.
 Kpmg Archer Ltd. Investment ManagersFinance Provides capital market advisory services | Corporate Officer/Principal | 01/12/2004 |
Sandefer Capital Partners LP
 Sandefer Capital Partners LP Investment ManagersFinance Sandefer Capital Partners LP focuses on investments in energy companies operating in the fields of oil and gas. | Corporate Officer/Principal | 28/02/2000 |
Formation de John Owens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | Finance |
Sandefer Capital Partners LP
Sandefer Capital Partners LP Investment ManagersFinance Sandefer Capital Partners LP focuses on investments in energy companies operating in the fields of oil and gas. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oklahoma State University
 Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Andersen & Co. LLP
Andersen & Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
Kpmg Archer Ltd.
Kpmg Archer Ltd. Investment ManagersFinance Provides capital market advisory services | Finance |
