23 years of investment experience, serves as a Portfolio Manager, Managing Director, and Executive Chairman of the Advisory Research Partner Group. Prior to joining the firm in 2005, Matthew worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. Matthew holds a BS in accounting and business administration from the University of Kansas and an MBA from the Kelley School of Business at Indiana University. Matthew is a Chartered Financial Analyst (CFA®) charterholder and has passed the Uniform CPA Examination.
Micro Cap Growth
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Micro Cap Growth
The Micro Cap Growth Strategy employs a fundamental investment process centered on long term value and complemented by thematic and technical disciplines.
Partners Fund
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Partners Fund
The Partners Fund is a concentrated, long only equity portfolio composed of 8-20 positions in the U.S. Value team’s highest conviction smaller capitalization investments.
Select Dividend
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Select Dividend
The Select Dividend Strategies are concentrated, low-turnover, high active share equity strategies that seek to offer current income and income growth, as well as capital appreciation with less risk than the broader equity market.
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Small Cap Growth
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Small Cap Growth
The Small Cap Growth Strategy employs a fundamental investment process centered on long term value and complemented by thematic and technical disciplines.
Small Cap Value
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Small Cap Value
The Small Cap Value Strategy is a value-oriented strategy seeking to exploit the fundamental opportunity ceded by passive investors in small capitalization companies.
