Stuart Kaye, CFA

Co-Founder | Portfolio Manager

Stuart Kaye is a Co-Founder and Portfolio Manager, with primary responsibility for model development, portfolio construction and management of the firm’s suite of equity products.

Stuart brings 30+ years of asset management experience to Matarin, including 14 years at Invesco where he served as the U.S. Director of Research for the Quantitative Strategies Group. Additional experience includes AJO, where Stuart was a Principal in Portfolio Management and Research, and AT&T’s Defined Benefit Pension Plan, where he was a Manager.

A CFA charterholder, Stuart received his MBA with Honors in Finance from The Wharton School. He holds a BBA from the University of Michigan, graduating with Distinction in Finance and Accounting. He has authored numerous articles in Barron’s and is co-author of How to be a Growth Investor, published by McGraw Hill in 1999 with Matarin Co-Founder Valerie Malter.

“My Favorite Matarin Thought Piece”
The False Temptation of Growth

“Something at Matarin that I’m Really Proud Of:”
Our Fee Philosophy

Prior to Matarin:

Invesco | 1994 – 2008
Global Partner, Head of U.S. Research,
Quantitative Strategies Group (QSG)

Member, QSG Global Management Committee & Invesco Investors’ Forum

AJO | 2008 – 2009
Principal, Portfolio Management & Research

AT&T Investment Management Corporation | 1989 – 1994
Manager, Defined Benefit Pension Plan