Sign in
Courtney Owens

Courtney Owens

Investment Analyst at Sustainable Growth Advisers, LP

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Sustainable Growth Advisers, LPInvestment AnalystSep 2022 to Present
Sustainable Growth Advisers, LPInvestment Analyst InternJun 2021 to Aug 2021
William BlairEquity Research AssociateSep 2016 to Feb 2021
GCM GrosvenorManager Research AnalystSep 2013 to Aug 2016
Goldman SachsSecurities Summer AnalystMay 2012 to Aug 2012
Wintrust Financial CorporationPurchased Assets Division InternMay 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

Financial Modeling
Bloomberg
Financial Analysis
Corporate Finance
Finance
Investments
Microsoft Excel
Data Analysis
Equities
PowerPoint
Portfolio Management

Others at Sustainable Growth Advisers, LP (13)

NameRoleLocation
Cfte Peter Madej
Cfte Peter Madej
Research AnalystDarien, CT , United States
Courtney Davidson
Courtney Davidson
Investment AnalystNew York, NY , United States
George Fraise
George Fraise
Founding Principal and Portfolio ManagerStamford, CT , United States
Hrishikesh Gupta
Hrishikesh Gupta
PrincipalNew York, NY , United States
Kishore Rao
Kishore Rao
Executive Committee, Equity Investment Analyst and Portfolio ManagerStamford, CT , United States
Peter Knudsen
Peter Knudsen
Client Portfolio ManagerStamford, CT , United States
Peter Leuthold
Peter Leuthold
Senior AssociateNew York, NY , United States
S
Stephen Skatrud
Client Portfolio ManagerGig Harbor, WA , United States
Dan Kehmna
Dan Kehmna
Associate Portfolio AnalystStamford, CT , United States
J
James Li
PrincipalNew York, NY , United States
Showing 1-10 of 13 team members