Sign in

You're signed outSign in or to get full access.

John Shelbourne

John Shelbourne

Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc.

Indianapolis, IN , United States

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

OrganizationRoleDate RangeDetails
Woodley Farra Manion Portfolio ManagementPortfolio Manager and Research AnalystJul 2021 to Present
Woodley Farra Manion Portfolio ManagementResearch AnalystSep 2019 to Jun 2021
Morningstar Investment Management, LLCAssociate Portfolio ManagerApr 2019 to Aug 2019
Morningstar Investment Management, LLCSenior Investment AnalystJan 2016 to Mar 2019
Ibbotson Associates, Inc.Senior Investment AnalystJan 2014 to Dec 2015
Morningstar, Inc.Senior Client Relationship ManagerJan 2013 to Dec 2013
Morningstar Australasia Pty Ltd.Licensed Data Product ManagerFeb 2008 to Dec 2012
Morningstar, Inc.Data AnalystDec 2006 to Feb 2008
Great Northern CorporationAccount ManagerJun 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

Investment Management
Business Analysis
Product Development
Project Management
Account Management
Sales
Process Improvement
Strategic Planning
Microsoft Excel
Business Development
Microsoft Office
Access
Program Management
Management
Investments
Portfolio Management
Financial Modeling
CRM
Equities
Financial Services
Asset Management
Financial Analysis
Product Management

Others at Woodley Farra Manion Portfolio Management Inc. (8)

NameRoleLocation
D
Don Woodley
PrincipalIndianapolis, IN , United States
George Farra
George Farra
PrincipalIndianapolis, IN , United States
Jared Ruxer
Jared Ruxer
Portfolio Manager and Research AnalystIndianapolis, IN , United States
K
Kyle Harlemert
Portfolio Manager and Research AnalystIndianapolis, IN , United States
M
Michael Manion
PrincipalIndianapolis, IN , United States
Ross Bennett
Ross Bennett
Portfolio ManagerIndianapolis, IN , United States
Levi Gates
Levi Gates
Research AnalystIndianapolis, IN , United States
N
Natalia De Ugarte Munoz
Investment AnalystIndianapolis, IN , United States

Similar Fund Managers

NameRoleFundLocation
Anthony Harcourt
Anthony Harcourt
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States
Austin Stagman
Austin Stagman
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States
A
Andrew Renz
Chief Investment OfficerInvst, LLCIndianapolis, IN , United States
Cepa McCarty
Cepa McCarty
PartnerInvst, LLCZionsville, IN , United States