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
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.
Strategy Details
INCEPTION DATE
1/01/2020
ACCESSIBILITY
SMA
MINIMUM INVESTMENT
$1,000,000
NUMBER OF HOLDINGS
60-80
Investment Process
We apply multidisciplinary perspectives, through our Five Perspective research methodology, to drive the Discovery and Evaluation steps of our process, and we use the resulting Attractiveness Score, among other considerations, to drive portfolio construction and sell discipline.
Valuation
Identify fundamental value through traditional financial modeling
Technical Behavior
Harness market intelligence
Management Team
Assess the quality of management teams
Business Model
Recognize the power and vulnerabilities of respective business models
Thematic Timelessness
Assess positive and negative forces affecting a company's business
Portfolio Management
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