About
Courtney Owens Davidson is an Investment Analyst and member of the Investment Committee at Sustainable Growth Advisers, LP (SGA), based in New York, NY. In her current role, she conducts deep fundamental equity research and contributes to the firm’s portfolios, which focus on identifying a select set of high-quality global businesses offering predictable, long-term sustainable growth. Her responsibilities include evaluating companies for their revenue durability, financial strength, and sustainable competitive advantages, with a strong integration of ESG (environmental, social, and governance) considerations into the research process.
Before joining SGA full-time in 2022, Courtney completed an internship with the firm and previously served as an Equity Research Associate at William Blair from 2016 to 2021. At William Blair, she developed expertise in equity research and financial analysis, providing detailed industry and company evaluations to support investment decisions.
Courtney holds an MBA from the Value Investing Program at Columbia Business School and a Bachelor’s in Finance from the University of Illinois at Urbana-Champaign. Her investment coverage as a global generalist spans U.S. and international equities, with a focus on growth-oriented listed companies that demonstrate long-term compounding potential, high returns on capital, and strong stewardship.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sustainable Growth Advisers, LP | Investment Analyst | Sep 2022 to Present | — |
| Sustainable Growth Advisers, LP | Investment Analyst Intern | Jun 2021 to Aug 2021 | — |
| William Blair | Equity Research Associate | Sep 2016 to Feb 2021 | — |
| GCM Grosvenor | Manager Research Analyst | Sep 2013 to Aug 2016 | — |
| Goldman Sachs | Securities Summer Analyst | May 2012 to Aug 2012 | — |
| Wintrust Financial Corporation | Purchased Assets Division Intern | May 2011 to Aug 2011 | — |
Education
Columbia Business School
Master of Business Administration - MBA, Value Investing Program
2020 — 2022
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Finance
2009 — 2013
Skills & Expertise
Others at Sustainable Growth Advisers, LP (13)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Darien, CT , United States | |
| Investment Analyst | New York, NY , United States | |
| Founding Principal and Portfolio Manager | Stamford, CT , United States | |
| Principal | New York, NY , United States | |
| Executive Committee, Equity Investment Analyst and Portfolio Manager | Stamford, CT , United States | |
| Client Portfolio Manager | Stamford, CT , United States | |
| Senior Associate | New York, NY , United States | |
S Stephen Skatrud | Client Portfolio Manager | Gig Harbor, WA , United States |
| Associate Portfolio Analyst | Stamford, CT , United States | |
J James Li | Principal | New York, NY , United States |