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.
Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover the best ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.
UMA & Model Portfolio
NUMBER OF HOLDINGS
Companies are systematically ranked on key investment attributes
Investment team performs due dilligence on top ranking names to identify suitable holdings and assign ranks
Portfolio Construction and Optimization
Optimization and risk analysis determines individual stock rates in the portfolio
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