John Ellis

John Ellis is a Partner at Beck Mack + Oliver, an established asset management firm based in New York, NY. He joined the firm as a Portfolio Manager in 2010 and became Partner in 2013, playing a key role in investment research, portfolio construction, and management of the BM+O Partners Fund. His responsibilities focus on rigorous fundamental analysis to select high-quality businesses and exercise valuation discipline aligned with the firm's long-term, value-oriented strategy.

Mr. Ellis specializes in U.S. equities, with strong expertise across sectors such as financials, healthcare, information technology, communication services, and industrials. The partners fund portfolio he manages is notably concentrated, featuring significant positions in companies like Blackstone, Apollo Global Management, Microsoft, Alphabet, RadNet, and Ashtead Group. His investment philosophy emphasizes long-term capital appreciation with careful risk control.

Prior to Beck Mack + Oliver, Ellis was a senior analyst at Castle Point Capital and an analyst at Coliseum Capital Management, Goldman Sachs, and Ernst & Young. He holds both a Bachelor's degree in Political Science and Government, and a Master's in Accounting and Finance from the University of North Carolina at Chapel Hill, and is a Chartered Financial Analyst. His career reflects deep expertise in fundamental research, equity analysis, and fiduciary asset management.