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.
Independent • Active • Aligned
Advisory Research Investment Management is a Chicago-based asset manager. Our principals invest alongside our clients. We are 100% employee-owned. We offer actively managed, high-conviction equity portfolios through separate accounts and private funds.
Our Strategies

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
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.
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Select Dividend
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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.
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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.