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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LSV Asset Management | Partner | Sep 2000 to Present | — |
| Barrow, Hanley, Mewhinney & Strauss | Principal | Jan 1997 to Jan 2000 | — |
| Watson Wyatt | Consultant | Jan 1996 to Jan 1997 | — |
| SEI | Consultant | Jan 1990 to Jan 1996 | — |
Education
Iowa State University
1985 — 1989
Skills & Expertise
Others at LSV Asset Management (11)
| Name | Role | Location |
|---|---|---|
| Equity Trader | Glenview, IL , United States | |
D Dan Newman | Partner and Sr. Trader | Chicago, IL , United States |
E Eric Miller | Partner and Trader | Chicago, IL , United States |
| Partner and Portfolio Manager | Chicago, IL , United States | |
J Jason Karceski | Partner, Portfolio Manager and Research | Chicago, IL , United States |
| Partner | Mokena, IL , United States | |
P Puneet Mansharamani | Portfolio Manager | Chicago, IL , United States |
| Partner | Naperville, IL , United States | |
A Aparna Ayyah | Quantitative Analyst | Chicago, IL , United States |
| Partner and Trader | Chicago, IL , United States |