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John Shelbourne
Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc.
About
John C. Shelbourne, CFA is a Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc. based in Indianapolis, IN. In this role, he is responsible for managing investment portfolios, conducting in-depth research, and identifying compelling investment opportunities through rigorous financial analysis, with a particular focus on patterns in company data and long-term value creation.
John’s investment expertise centers on detailed financial analysis and informed decision-making, leveraging company-specific research to construct portfolios that aim to outperform broader markets by focusing on exceptional individual companies. While specific sector coverage is not explicitly listed, Woodley Farra Manion’s philosophy suggests an emphasis on concentrated equity investments rather than broad index replication, seeking performance through selectivity and understanding of business fundamentals.
With a Bachelor of Science in Industrial Management/Management Information Systems from Purdue University’s Krannert School of Management, John brings a robust analytical background to his role. He holds the Chartered Financial Analyst (CFA) designation and has progressed from Research Analyst to Portfolio Manager at Woodley Farra Manion since joining in 2019, previously serving as Associate Portfolio Manager at Morningstar Investment Management. John’s professional discipline is complemented by his achievements as a two-time All-American rugby player and a varsity letter winner in football at Purdue University.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Woodley Farra Manion Portfolio Management | Portfolio Manager and Research Analyst | Jul 2021 to Present | — |
| Woodley Farra Manion Portfolio Management | Research Analyst | Sep 2019 to Jun 2021 | — |
| Morningstar Investment Management, LLC | Associate Portfolio Manager | Apr 2019 to Aug 2019 | — |
| Morningstar Investment Management, LLC | Senior Investment Analyst | Jan 2016 to Mar 2019 | — |
| Ibbotson Associates, Inc. | Senior Investment Analyst | Jan 2014 to Dec 2015 | — |
| Morningstar, Inc. | Senior Client Relationship Manager | Jan 2013 to Dec 2013 | — |
| Morningstar Australasia Pty Ltd. | Licensed Data Product Manager | Feb 2008 to Dec 2012 | — |
| Morningstar, Inc. | Data Analyst | Dec 2006 to Feb 2008 | — |
| Great Northern Corporation | Account Manager | Jun 2003 to Jul 2006 | Point of Purchase Display Sales |
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Industrial Management/Management Information Systems
1998 — 2003
Skills & Expertise
Others at Woodley Farra Manion Portfolio Management Inc. (8)
| Name | Role | Location |
|---|---|---|
D Don Woodley | Principal | Indianapolis, IN , United States |
| Principal | Indianapolis, IN , United States | |
| Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
K Kyle Harlemert | Portfolio Manager and Research Analyst | Indianapolis, IN , United States |
M Michael Manion | Principal | Indianapolis, IN , United States |
| Portfolio Manager | Indianapolis, IN , United States | |
| Research Analyst | Indianapolis, IN , United States | |
N Natalia De Ugarte Munoz | Investment Analyst | Indianapolis, IN , United States |
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