Profile
Mr. Kevin O'Brien is Vice President & Portfolio Manager at NWQ Investment Management Co. LLC.
Prior to joining NWQ in 1998, Mr. O'Brien spent over six years with Analysis Group, Inc., an economic and financial consulting firm.
He managed a group within the firm’s pension consulting practice area, and later served on the business litigation staff.
Mr. O'Brien graduated from the University of California at Los Angeles with a Bachelor of Arts degree in Economics and received his Master of Science in Finance from the Daniels College of Business at the University of Denver.
Former positions of Kevin O'Brien
| Companies | Position | End |
|---|---|---|
The Analysis Group LLC
The Analysis Group LLC Miscellaneous Commercial ServicesCommercial Services Provides analytical, technical and other support services | Corporate Officer/Principal | - |
Berkeley Research Group Holdings LLC
Berkeley Research Group Holdings LLC Financial ConglomeratesFinance Function as an investment holding company | Director/Board Member | - |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Analyst-Equity | 2010-09-16 |
Training of Kevin O'Brien
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Analysis Group LLC
The Analysis Group LLC Miscellaneous Commercial ServicesCommercial Services Provides analytical, technical and other support services | Commercial Services |
Berkeley Research Group Holdings LLC
Berkeley Research Group Holdings LLC Financial ConglomeratesFinance Function as an investment holding company | Finance |
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