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James Owens

James Owens

Partner at LSV Asset Management

Elmhurst, IL , United States

About

James Owens is a Partner and Director of Client Portfolio Services at LSV Asset Management, headquartered in Elmhurst, IL. In his current role since 2000, he provides leadership and expertise in client portfolio management, ensuring strategic alignment with clients’ investment objectives and delivering service across major public and private sector mandates. LSV Asset Management is widely recognized for quantitative value equity strategies, and Owens focuses on institutional asset management, primarily covering equity markets and pension portfolios.

With more than three decades of industry experience, Owens previously served as Principal at Barrow, Hanley, Mewhinney & Strauss before joining LSV Asset Management, and earlier worked as a Consultant at Watson Wyatt. This progression has equipped him with a broad perspective in consulting and asset management, with expertise spanning pension fund advisory and long-only public equities.

Owens holds a degree from Iowa State University and is renowned for his commitment to institutional client service and portfolio strategy. His significant contributions include supporting sophisticated investment solutions tailored to pension funds, Taft-Hartley plans, and other institutional investors, reflecting deep sector experience in large-cap value equity and quantitative portfolio management.

Career History

OrganizationRoleDate RangeDetails
LSV Asset ManagementPartnerSep 2000 to Present
Barrow, Hanley, Mewhinney & StraussPrincipalJan 1997 to Jan 2000
Watson WyattConsultantJan 1996 to Jan 1997
SEIConsultantJan 1990 to Jan 1996

Education

Iowa State University

1985 1989

Skills & Expertise

Hedge Funds
Asset Managment
Portfolio Management
Alternative Investments
Asset Management
Investment Strategies
Asset Allocation
Equities
Investment Management
Investments
Capital Markets
Valuation
Mutual Funds
Financial Modeling
Private Equity
Fixed Income
Investment Advisory

Others at LSV Asset Management (11)

NameRoleLocation
Brian Weber
Brian Weber
Equity TraderGlenview, IL , United States
D
Dan Newman
Partner and Sr. TraderChicago, IL , United States
E
Eric Miller
Partner and TraderChicago, IL , United States
Guy Lakonishok
Guy Lakonishok
Partner and Portfolio ManagerChicago, IL , United States
J
Jason Karceski
Partner, Portfolio Manager and ResearchChicago, IL , United States
Michael Wagner
Michael Wagner
PartnerMokena, IL , United States
P
Puneet Mansharamani
Portfolio ManagerChicago, IL , United States
Titus Liu
Titus Liu
PartnerNaperville, IL , United States
A
Aparna Ayyah
Quantitative AnalystChicago, IL , United States
Claude O'Malley
Claude O'Malley
Partner and TraderChicago, IL , United States
Showing 1-10 of 11 team members