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Profil
Prior to joining Delaware in 2000, he was an Assistant Vice President and Senior Securities Analyst at Conseco Capital Management directing the utility and technology research group.
He began his career as a quantitative analyst at CCM.
Mr. Stephens received a bachelor of science in Electrical Engineering form the University of Pennsylvania.
He is a CFA Charterholder and a Fellow of Life Management Institute.
Anciens postes connus de Matthew J. Stephens
| Sociétés | Poste | Fin |
|---|---|---|
Nomura Investment Management Business Trust
 Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Analyst-Fixed Income | 30/09/2007 |
CCM Investment Advisers LLC
 CCM Investment Advisers LLC Investment ManagersFinance CCM utilizes fundamental analysis in their securities selection process. Investment strategies are established based on each client’s investment objectives and risk tolerance as specified in writing. The firm seeks to identify relative value among asset classes and individual securities that will provide consistently superior investment performance. They utilize exchange-traded funds, equity, and fixed-income securities as appropriate for each specific investment strategy. | Analyst-Equity | - |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Analyst-Equity | - |
Formation de Matthew J. Stephens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
CCM Investment Advisers LLC
CCM Investment Advisers LLC Investment ManagersFinance CCM utilizes fundamental analysis in their securities selection process. Investment strategies are established based on each client’s investment objectives and risk tolerance as specified in writing. The firm seeks to identify relative value among asset classes and individual securities that will provide consistently superior investment performance. They utilize exchange-traded funds, equity, and fixed-income securities as appropriate for each specific investment strategy. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Finance |
