About
Courtney Owens is an Investment Analyst and member of the Investment Committee at Sustainable Growth Advisers, LP, based in New York. In her current role, she conducts fundamental research and analysis focused on global and U.S. large-cap growth equities, primarily covering companies with stable, predictable earnings and cash flow growth over a long-term horizon. Her responsibilities include bottom-up analysis, financial modeling, and integrating ESG considerations into the investment process, contributing directly to portfolio construction and research discussions for the firm's concentrated equity strategies.
Before joining Sustainable Growth Advisers in 2022, Courtney gained industry experience as an Equity Research Associate at William Blair, where she covered public equities and supported senior analysts in sector research and valuation. She began her career at Sustainable Growth Advisers as an analyst intern, deepening her exposure to growth-oriented investment research.
Courtney holds an MBA from Columbia Business School, where she specialized in Value Investing, and a Bachelor’s in Finance from the University of Illinois at Urbana-Champaign. Her expertise lies in identifying high-quality growth businesses in sectors such as technology, healthcare, and consumer, with an emphasis on financial strength, business quality, and sustainability as key investment criteria.
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 |