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.
Advisory Research & North Square Investments
by Advisory Research on May 15, 2024
In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments discuss the high-conviction equity strategy of Advisory Research Investment Management with Matt Swaim, Managing Director and Executive Chairman. Advisory Research is a partner firm in the North Square …
Interview with a Capital Allocator: Investment Performance
by Advisory Research on May 09, 2024
During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …
Interview with a Capital Allocator: Engagement with Portfolio Companies
by Advisory Research on May 07, 2024
During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …
Interview with a Capital Allocator: Investment Strategy
by Advisory Research on May 02, 2024
During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …
