About
Loren Lewallen is a principal at Select Equity Group, L.P., an investment management firm headquartered in New York with a diverse institutional and high-net-worth client base. He has been with the firm since 2007, following an internship starting in 2006, and holds a Chartered Financial Analyst (CFA) credential. In his current role, Lewallen is involved in portfolio management and serves as Chairman of the Proxy Voting Committee, overseeing governance and stewardship responsibilities for client portfolios.
Lewallen’s investment expertise spans global equity markets, with active participation in international equity strategies, as evidenced by his leadership on products such as the BBH Partner Fund – International Equity. His industry coverage encompasses sectors including consumer, healthcare, technology, and industrials, supporting Select Equity Group’s bottom-up research-driven approach to long-term equity investment.
He is a graduate of Columbia University, where he earned his BA, and is recognized for his analytical rigor and qualitative insights, contributing significantly to the firm’s investment research and client service disciplines. Lewallen has played a notable role in the development of Select Equity Group’s proxy governance framework and has contributed to advancing responsible investment practices within the firm and the broader industry.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Select Equity Group, L.P. | Principal | Jan 2019 to Present | — | 
| Select Equity Group, L.P. | Associate Portfolio Manager & Analyst | Jan 2017 to Present | — | 
| Select Equity Group, L.P. | Analyst | Sep 2007 to Present | — | 
| Select Equity Group, L.P. | Intern | Jun 2006 to Dec 2006 | — | 
| TheMarkets.com | Sales Analyst Intern | Jan 2005 to Jan 2005 | — | 
Education
Columbia University
Bachelor of Arts, Economics, Political Science
2003 — 2007
Others at Select Equity Group, L.P. (15)
| Name | Role | Location | 
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Investment Analyst | Houston, TX , United States | |
| CConnie Lu | Investment Analyst | New York, NY , United States | 
| JJonathan Bearman | Principal and Head of Trading | New York, NY , United States | 
| Analyst | New York, NY , United States | |
| Qualitative Field Analyst | New York, NY , United States | |
| Investment Analyst | Chicago, IL , United States | |
| PPriyanka Abeyasekera | Investment Analyst | Rutherford, NJ , United States | 
| Associate Portfolio Manager | New York, NY , United States | |
| DDavid Tumm | Associate Analyst | Chicago, IL , United States |