Jim Warner

Managing Director - Head of Research at Lear Investment Management
On the record

Prior to founding Lear Investment Management he was a Partner and Portfolio Manager with a Dallas based investment firm. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines.

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  • This recognition from Morningstarâ„¢ is a validation of our ability to manage risk in both up and down markets, which is principally driven by extensive primary research that fuels our investment convictions even in the face of extreme market volatility. Our ability to tactically manage risk has never been more important and more evident to ensure we are delivering on our commitment to our clients.

    7 March 2021
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