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Profil
Mr. Matthew R.
Williams is a Senior Research Analyst at SG Capital Management LLC.
Prior to joining SG Capital in May 2024, Mr. Williams was a Portfolio Manager and Researcher at Friess Associates, LLC, working as a generalist with stock picking responsibilities across market caps.
He began his investment management career in 1995 at Gardner Lewis Asset Management and spent time as an analyst/PM at Rittenhouse Asset Management and Columbia Partners.
Prior to joining Friess Associates in 2012, he started his career in public accounting at Arthur Anderson and worked in private industry as a Controller and CFO.
In addition, he was co-founder of Flashcards.com, an internet startup.
He earned an undergraduate degree with a double major in accounting and marketing and a master’s degree with a double major in finance and real estate, both from the University of Wisconsin, Madison.
Postes actifs de Matt Williams
| Sociétés | Poste | Début |
|---|---|---|
SG Capital Management LLC
 SG Capital Management LLC Investment ManagersFinance SG Capital is an active manager that seeks to capture stock-specific alpha by investing in small and mid-cap US equities. Fundamental assessment and bottom-up analysis drive their investing process. | Analyst-Equity | 01/05/2024 |
Anciens postes connus de Matt Williams
| Sociétés | Poste | Fin |
|---|---|---|
Friess Associates LLC
 Friess Associates LLC Investment ManagersFinance Friess Associates is a discretionary investment manager that specializes in domestic (US) growth equity strategies. The firm offers growth equity strategies across the market capitalization spectrum ranging from micro to large. Accordingly, clients may choose a focused market capitalization strategy within that range or an all-capitalization strategy. They employ a research-driven investment process, and primarily utilize fundamental analysis for the selection of equity investments. Friess Associates will sell a stock when its research determines: (1) a company has deteriorating fundamentals such as contracting margins or reduced revenue growth, (2) investor expectations have become unrealistically high, (3) when it reaches Friess Associates’ internal target price, and (4) identifies a better investment idea. | Analyst-Equity | 01/05/2024 |
Gardner Lewis Asset Management LP
 Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis seeks to invest in differentiated opportunity sets where fundamental research and risk advantaged positioning can drive favorable outcomes. The firm invests in merger arbitrage, full capital structure special situations, and in equities (both long and short). While each of these strategies has their own unique attributes, all share a common research oriented, bottom-up approach. The cornerstones of Gardner Lewis’s investment process are fundamental research, an integrated approach, and disciplined risk management. | Corporate Officer/Principal | 02/01/1999 |
Columbia Partners LLC Investment Management
 Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners primarily manages growth equities in large-, small- to mid- and small market cap categories. They also manage core equities in the large- and small-cap categories. The firm manages fixed income securities in core and intermediate strategies, with an emphasis on quality. Columbia Partners' equity strategies and fixed income strategies generally rely on the purchase and sale of securities managed within general parameters consistent with each underlying strategy. Several of the strategies are growth oriented; several are core strategies, which blend growth and value approaches. In a limited number of separate client accounts, they augment the purchase and sale of securities with the use of options and short sales with the objective of reducing the variability, both up and down, of those accounts. | Analyst-Equity | 08/10/2010 |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Analyst-Equity | 01/07/2006 |
Formation de Matt Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis seeks to invest in differentiated opportunity sets where fundamental research and risk advantaged positioning can drive favorable outcomes. The firm invests in merger arbitrage, full capital structure special situations, and in equities (both long and short). While each of these strategies has their own unique attributes, all share a common research oriented, bottom-up approach. The cornerstones of Gardner Lewis’s investment process are fundamental research, an integrated approach, and disciplined risk management. | Finance |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates is a discretionary investment manager that specializes in domestic (US) growth equity strategies. The firm offers growth equity strategies across the market capitalization spectrum ranging from micro to large. Accordingly, clients may choose a focused market capitalization strategy within that range or an all-capitalization strategy. They employ a research-driven investment process, and primarily utilize fundamental analysis for the selection of equity investments. Friess Associates will sell a stock when its research determines: (1) a company has deteriorating fundamentals such as contracting margins or reduced revenue growth, (2) investor expectations have become unrealistically high, (3) when it reaches Friess Associates’ internal target price, and (4) identifies a better investment idea. | Finance |
Columbia Partners LLC Investment Management
Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners primarily manages growth equities in large-, small- to mid- and small market cap categories. They also manage core equities in the large- and small-cap categories. The firm manages fixed income securities in core and intermediate strategies, with an emphasis on quality. Columbia Partners' equity strategies and fixed income strategies generally rely on the purchase and sale of securities managed within general parameters consistent with each underlying strategy. Several of the strategies are growth oriented; several are core strategies, which blend growth and value approaches. In a limited number of separate client accounts, they augment the purchase and sale of securities with the use of options and short sales with the objective of reducing the variability, both up and down, of those accounts. | Finance |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SG Capital Management LLC
SG Capital Management LLC Investment ManagersFinance SG Capital is an active manager that seeks to capture stock-specific alpha by investing in small and mid-cap US equities. Fundamental assessment and bottom-up analysis drive their investing process. | Finance |
