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.
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.
- Inception Date: 01/01/2020
- Accessibility: SMA
- Minimum Investment: $1,000,000
- Number of Holdings: 60-80
Partners Fund
The Partners Fund is a concentrated strategy composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.
- Inception Date: 02/01/2018
- Accessibility: Limited Partnership
- Minimum Investment: $1,000,000
- Number of Holdings: 8-20
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.
- Inception Date: 12/31/2010
- Accessibility: SMA
- Minimum Investment: $250,000
- Number of Holdings: 25-35
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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.
- Inception Date: 11/01/2000
- Accessibility: SMA & Mutual Fund
- Minimum Investment: $1,000,000
- Number of Holdings: 65-85
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Small Cap Value
The Small Cap Value Strategy is a value-oriented strategy seeking to exploit the fundamental opportunity ceded by passive investors in small capitalization companies.
- Inception Date: 11/01/1987
- Accessibility: SMA & Mutual Fund
- Minimum Investment: $500,000
- Number of Holdings: 30-50
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Partners
The Partners Strategy is a concentrated portfolio composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.
- Inception Date: 02/01/2018
- Minimum Investment: $1,000,000
- Number of Holdings: 8-20
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.
- Inception Date: 02/29/2012
- Accessibility: UMA & Model Portfolio
- Number of Holdings: 20-25
