John Owens

Experience

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  PricewaterhouseCoopers

  Jan 1994 - Jul 1996

  Senior Associate, Business Assurance

  Planned and conducted annual audits and quarterly reviews of companies, including SEC registrants, in a variety of industries including manufacturing, food, and oil and gas.

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  Sandefer Capital Partners

  Nov 1998 - Mar 2000

  Chief Operating Officer

  Provided operational and administrative support to portfolio companies.

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  Andersen

  Apr 2000 - Oct 2001

  Manager, Corporate Restructuring

  Advised financial institutions on their lending decisions to distressed companies. Served as lead manager for teams conducting independent business reviews, including a review of strategy and financial projections.

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  Makinson Cowell

  Jan 2002 - Dec 2004

  Associate, Client Relations

  Advised chief executive officers, finance directors, and investor relations officers of publicly-traded companies on communications with institutional investors. Served clients in a variety of industries including retail, media, telecommunications, insurance, specialty finance, leisure, and paper.

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  Morningstar Investment Services

  Jan 2005 - Dec 2015

  Managed Select Stock Baskets, a series of customizable separate account portfolios, including nine distinct strategies to help advisors meet specific investment objectives and preferences for their clients, while remaining sensitive to tax and transaction costs. Provided lead coverage of 18 companies in the restaurant industry for both retail and institutional clients. Also managed the Ultimate Stock Picker’s Portfolio and maintained the Small Cap Superstars’ pick list.

  • Investment Manager

    Jan 2009 - Dec 2015

  • Senior Equity Analyst and Investing Specialist

    Jan 2005 - Jan 2009
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  Morningstar Invesment Management LLC

  Dec 2015 - Jan 2018

  Senior Portfolio Manager, Head of Equity Strategies
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  Morningstar Investment Management LLC

  Feb 2018 - now

  Senior Portfolio Manager