Our Team
Matthew W. Chan, CFA
Founder and Portfolio Manager
Matthew W. Chan, CFA, has over 25 years of experience investing in global technology companies, including those in software, internet, e-commerce, semiconductors, and hardware sectors across the U.S., EAFE, and emerging markets. Most recently, he served as Managing Director and Senior Research Analyst at Epoch Investment Partners, where he generated alpha for institutional and retail clients for 13 years. Before joining Epoch, Matthew was Vice President and Research Analyst at Neuberger Berman from 2007 to 2011.
Prior to moving to the institutional buy-side in 2007, Matthew gained experience as a strategy consultant at McKinsey & Company in their New York office. He also worked as a sell-side research analyst covering semiconductors for Merrill Lynch in San Francisco and as a technology M&A banker for Robertson Stephens, also in San Francisco. These diverse roles have enriched his investment expertise and vision, giving him a unique perspective on global technology markets.
Matthew graduated with honors from Harvard College, where he earned a degree in Applied Mathematics. He also holds an MBA from the Kellogg School of Management and a Master's in Engineering Management from the McCormick School of Engineering at Northwestern University.
Claire W. Chan
Chief Administrative Officer
Claire W. Chan, CFA, has 25 years of administrative, managerial, and real estate experience. In the early 2000s, she served as a Research Analyst in the Equity Derivatives Department at Lehman Brothers. Claire graduated from the University of Chicago with a degree in Economics.