John Owens

Portfolio Manager-Equities at

Morningstar Investment Management LLC

55 year

86 connections

Finance

Commercial Services

Consumer Services

Profile

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.

John Owens active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/12/2015

All active positions of John Owens

Former positions of John Owens

Companies	Position	End
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.	Portfolio Manager-Equities	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

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Linked companies

Private companies	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

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