Matt Halkyard

Portfolio Manager-Equities at

Curi Capital LLC

Finance

Consumer Services

Profile

Mr. Matthew L.
Halkyard, CFA, is a Partner & Portfolio Specialist at Curi Capital LLC.
Mr. Halkyard joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management.
He joined IronBridge in 2005 and helped found the Global Focus equity strategy as a co-portfolio manager.
He became the strategy head and lead portfolio manager in 2011.
In addition to his responsibilities on the Global team, he served as co-portfolio manager for the Large Cap Core strategy from 2008 through 2010.
Prior to joining IronBridge, he was the director of small- and mid-cap operations for Credit Suisse in London.
Prior to the Credit Suisse acquisition of HOLT Value Associates, L.P., he was managing director of HOLT’s European operations.
He joined HOLT in 1994 as a portfolio representative and worked with a number of major buy-side clients/firms.
He graduated from Indiana University with a Bachelor’s degree in Accounting and is a CFA charter holder.

Matt Halkyard active positions

Companies	Position	Start
Curi Capital LLC Curi Capital LLC Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	2025-06-30

All active positions of Matt Halkyard

Former positions of Matt Halkyard

Companies	Position	End
Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.	Portfolio Manager-Equities	2025-06-30
IronBridge Capital Management LP IronBridge Capital Management LP Investment ManagersFinance IronBridge Capital Management's investment process has its roots in the CFROI Valuation model, which strips out material distortions in accounting data and provides insights into wealth creation and valuation. They like to buy companies whose value drivers imply continued success, where management action is consistent with wealth creation and where management is likely to beat expectations implied by the current share price. IronBridge Capital offer the following equity investment strategies to clients: Small Cap Core, SMID Cap Core, Large Cap Core, All Cap Core and Global.	Portfolio Manager-Equities	2017-06-23
Credit Suisse AG (London Branch) Credit Suisse AG (London Branch) Regional BanksFinance Provides private and investment banking services	Corporate Officer/Principal	2004-12-30
Holt Value Associates LP Holt Value Associates LP Investment ManagersFinance Provides independent research and valuation services for asset managers	Consultant / Advisor	1998-12-30

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Linked companies

Private companies	6
Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.	Finance
IronBridge Capital Management LP IronBridge Capital Management LP Investment ManagersFinance IronBridge Capital Management's investment process has its roots in the CFROI Valuation model, which strips out material distortions in accounting data and provides insights into wealth creation and valuation. They like to buy companies whose value drivers imply continued success, where management action is consistent with wealth creation and where management is likely to beat expectations implied by the current share price. IronBridge Capital offer the following equity investment strategies to clients: Small Cap Core, SMID Cap Core, Large Cap Core, All Cap Core and Global.	Finance
Holt Value Associates LP Holt Value Associates LP Investment ManagersFinance Provides independent research and valuation services for asset managers	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Credit Suisse AG (London Branch) Credit Suisse AG (London Branch) Regional BanksFinance Provides private and investment banking services	Finance
Curi Capital LLC Curi Capital LLC Investment ManagersFinance Provides investment advice	Finance