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.
Independent • Active • Aligned
Advisory Research Investment Management is a Chicago-based asset manager. Our principals invest alongside our clients. We are 100% employee-owned. We offer actively managed, high-conviction equity portfolios through separate accounts and private funds.
Our Strategies
Select Dividend
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.
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.
Canadian Equity
Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover the best ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.