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Matthew Ziehl, CFA

Portfolio Manager

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  • B.A. from Yale University
  • M.B.A. from New York University

Matthew Ziehl, CFA, serves as lead portfolio manager of the Small Cap Core strategy and co-portfolio manager of the Mid Cap Core strategy. He is also a sector manager for the REITs, lodging, and business services sectors across all of the Core Equity Team’s strategies. Prior to joining the Firm, Mr. Ziehl managed the RS Small Cap Core Alpha product at RS Investments.

Previously, he served as managing director at Guardian Life Insurance Company.

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  • B.A. from Yale University
  • M.B.A. from New York University
  • 29 YRS

    Industry

  • 10 YRS

    Oppenheimer

On Twitter Now

@OppFunds Jul 31 Investors: How can you mitigate risks as you move down the market cap spectrum? Read PM #MatthewZiehl’s suggestions: http://t.co/RQI1otcWtC

Managed Strategies

Equity

Name Strategy Inception Date Composite Inception Date Q1 2019 YTD 2019 1 Yr 3 Yr 5 Yr Life
Small Cap Core 12/31/2007 12/31/2007 12.01 12.01 1.04 10.76 6.60 8.37
Annualized Composite Returns (%) net of fees as of 03/31/2019
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