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26 years of investment experience, serves as a Portfolio Manager, Managing Director, and Chairman of Advisory Research. 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.
“The market gives the opportunity on a daily basis to be an owner of a business. We want to be owners of businesses that have competitive moats, high return reinvestment opportunities, and management teams with aligned incentives. Incentives drive outcomes.”
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