Lear Investment Management, a Dallas based investment advisor focused on portfolio management, research, and a superior client experience, today announced that James A. Warner has joined the Firm as Managing Director. This formalizes a working relationship that commenced in September, 2018, when Jim started working with Lear on a consultative basis.
Jim brings extensive and diverse experience to his new role at Lear. Most recently, he served as Founder and CEO of Black Ox Advisors, LLC, a diversified financial and investment advisory Firm. This venture built on Jim’s 15-year track record of work in the long/short equity markets, including tenures as a Portfolio Manager with global elite investment firms such as The Citadel Group, Carlson Capital and Deimos Asset Management. Jim’s educational background includes an MBA, with honors, from the Wharton School at University of Pennsylvania and BA from University of Virginia.
Rick Lear, Lear’s Managing Partner, commented, “We are thrilled to welcome Jim to the Firm, and believe that our ability to attract a professional of his caliber affirms the power of our track record, investment process, and prospects for continued success. We look forward to his many contributions and believe that our investors will benefit from his investing acumen and keen ability to source and execute the best ideas.”
Mr. Warner added, “I am thrilled to join Rick and his outstanding team who have, together, built an extraordinary firm both in terms of superior past performance and promoting a culture that prioritizes integrity and intellectual curiosity. I look forward to contributing to the future growth of the firm.”
In addition to his investment experience, Jim’s career includes engagements on significant private equity transactions, complex Chapter 11 restructurings, activist shareholder stakes, distressed credit investments, and related corporate special situations.
About Lear Investment Management
The Lear Investment Management team is comprised of research-driven experts oriented around creative intelligence gathering and an investment process that balances: (1) quantitative analysis; (2) rigorous fundamental research grounded in capitalizing on global economic trends; and (3) keen attention to risk management. The vast experience of the research team, coupled with its differentiated investment process, facilitates Lear’s ability to develop – and act upon – a global investment thesis.
The Firm’s clients include select individuals, families and foundations. Lear also serves as a sub-advisor to financial advisors seeking an investment manager with Lear’s investment capabilities.
For more information, please visit www.learim.com.
