Profile
Mr. Peter J.
Lewis, CFA MBA, is a Portfolio Manager at Towle & Co. He joined the firm in 2001 and is a key member of the investment team.
Previously, Mr. Lewis was President of Principle Research, Inc. From 1991 to 1998, he was a partner and department leader at Edward Jones & Co., where he developed a seven-person research team responsible for determining the suitability of all products sold by the company.
Before 1991, Mr. Lewis worked as a Senior Credit Analyst for three years at the Bank of New York.
More recently, he served as a visiting professor of Economics at Principia College in Elsah, Illinois and professor of Finance at Webster University, in St. Louis, Missouri.
Mr. Lewis graduated from Principia College with a BA in chemistry and business administration and received an MBA with concentrations in accounting and finance from Washington University in St. Louis.
He holds the distinction of Chartered Financial Analyst.
Peter James Lewis active positions
| Companies | Position | Start |
|---|---|---|
Towle & Co.
Towle & Co. Investment ManagersFinance Towle seeks to maximize long-term capital appreciation by executing a long-only, deep value equity strategy that emphasizes the purchase of companies believed to be substantially undervalued relative to their earnings power and private market worth. Their bottom-up, security selection process aims to capture positive volatility by identifying and investing in out-of-favor companies where they have identified significant appreciation potential. Paramount to this endeavor is a contrarian and independent viewpoint. No attempt is made to manage against the composition of a benchmark, and the strategy is market cap agnostic. Investments are generally made in industries such as manufacturing, distribution, consumer products, transportation, and energy, among others. Towle does not invest in tobacco, liquor, or gaming companies. | Director of Research - Equity | 01/01/2001 |
Former positions of Peter James Lewis
| Companies | Position | End |
|---|---|---|
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Corporate Officer/Principal | 30/12/1998 |
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services | Corporate Officer/Principal | 31/12/1990 |
Training of Peter James Lewis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services | Finance |
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Towle & Co.
Towle & Co. Investment ManagersFinance Towle seeks to maximize long-term capital appreciation by executing a long-only, deep value equity strategy that emphasizes the purchase of companies believed to be substantially undervalued relative to their earnings power and private market worth. Their bottom-up, security selection process aims to capture positive volatility by identifying and investing in out-of-favor companies where they have identified significant appreciation potential. Paramount to this endeavor is a contrarian and independent viewpoint. No attempt is made to manage against the composition of a benchmark, and the strategy is market cap agnostic. Investments are generally made in industries such as manufacturing, distribution, consumer products, transportation, and energy, among others. Towle does not invest in tobacco, liquor, or gaming companies. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Finance |
Principia College
Principia College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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