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
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. Portfolios are accessible via three geographic focuses; Global, Europe, and U.S.
Strategy Details
INCEPTION DATE
12/31/2010
ACCESSIBILITY
SMA
MINIMUM INVESTMENT
$250,000
NUMBER OF HOLDINGS
25-35
GEOGRAPHIC FOCUS
Global, Europe, U.S.
Investment Process
1
Multi-Factor Screening
Companies are systematically ranked on key investment attributes
2
Fundamental Analysis
Investment team performs due diligence on top ranking names to identify suitable holdings and assign ranks
3
Portfolio Construction and Optimization
Optimization and risk analysis determines individual stock weights in the portfolio
Portfolio Management
Request Strategy Information
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