Matthew Miller, CFA
Investment Director for Pendyne Capital, manager of Family Office assets. Previously a Registered Investment Advisor at Dividend Assets Capital with strategic focus on Equity Income and MLP investment mandates. Senior researcher and Director of Energy/MLP Research. Developed analytical and Portfolio Management capabilities for a growing regional asset manager and led the development of new product. 14 Years at Invesco, Senior Director, Portfolio Manager. Co-managed Global Equity and International Equity mandates Primary analytical coverage of Energy companies. Prior experience in technology, telecommunications and generalist research assignments. Experience on Non-US Developed Markets, Emerging Markets and US Equity portfolio committees. 15 Years of Investment Management expertise, 10 as a Portfolio Manager Extensive management contacts. Quality/Value based investor. Investment philosophy is rooted in finding high EVA (ROIC-CoC) companies trading at a substantial discount to Intrinsic Value. Excellent long-term record of Alpha generation. Five-Year Alpha of 3.9% for coverage on EAFE mandates, 11.9% for MSCI World mandates. Specialties: Global Technology, Energy and Telecom coverage. Prior experience in Financials, Consumer Cyclical and Utilities.