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James Daniel Patrick O'Connor
Portfolio Manager-Equities at
Liontrust Investment Partners LLP
Finance
Profile
Mr. James D.
O'Connor, CFA, is a Fund Manager at Liontrust Investment Partners LLP.
Mr. O'Connor is a Fund Manager for the Liontrust Global Innovation, Liontrust Global Dividend, and Liontrust Global Technology funds.
He brings nine years of industry experience to his role.
Previously, Mr. O'Connor worked in global equities at Neptune Investment Management and Liontrust.
Mr. O'Connor holds an MSc in Education Research from Oxford University and an AB degree in Psychology and Economics from Harvard University, graduating with first-class honors.
He is also a CFA Charterholder.
James Daniel Patrick O'Connor active positions
| Companies | Position | Start |
|---|---|---|
Liontrust Investment Partners LLP
 Liontrust Investment Partners LLP Investment ManagersFinance Liontrust IP is an active manager which seeks to find investment opportunities that can sustain or improve their market share over the long-term. The firm’s investment approach is rooted in fundamental, bottom-up research and independent analysis. Investment opportunities are considered by and then debated within the investment team against several macro and micro factors. | Portfolio Manager-Equities | 2021-03-09 |
Former positions of James Daniel Patrick O'Connor
| Companies | Position | End |
|---|---|---|
Liontrust Investment Management Ltd.
 Liontrust Investment Management Ltd. Investment ManagersFinance LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based. | Analyst-Equity | 2019-06-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
59
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Liontrust Investment Partners LLP
Liontrust Investment Partners LLP Investment ManagersFinance Liontrust IP is an active manager which seeks to find investment opportunities that can sustain or improve their market share over the long-term. The firm’s investment approach is rooted in fundamental, bottom-up research and independent analysis. Investment opportunities are considered by and then debated within the investment team against several macro and micro factors. | Finance |
Liontrust Investment Management Ltd.
Liontrust Investment Management Ltd. Investment ManagersFinance LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based. | Finance |
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