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.
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.
SMA & Mutual Fund
NUMBER OF HOLDINGS
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.
Identify fundamental value through traditional financial modeling
Harness market intelligence
Assess the quality of management teams
Recognize the power and vulnerabilities of respective business models
Assess positive and negative forces affecting a company's business
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