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.
Strategies
Canadian Equity
Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover high-conviction ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.
Strategy Details
INCEPTION DATE
02/29/2012
ACCESSIBILITY
UMA & Model Portfolio
NUMBER OF HOLDINGS
20-25
Investment Process
1
Multi-Factor Screening
Companies are systematically ranked on key investment attributes
2
Fundamental Analysis
Investment team performs due dilligence on top ranking names to identify suitable holdings and assign ranks
3
Portfolio Construction and Optimization
Optimization and risk analysis determines individual stock rates in the portfolio
Portfolio Management
Adam Steffanus, CFA
Adam Steffanus, CFA
Portfolio Manager
Michael Valentinas
Michael Valentinas
Portfolio Manager
Materials
Fact Sheet
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