Matthew Goetzinger

Matthew Goetzinger, CFA® is a Senior Analyst at Madison Investment Advisors, based in Madison, WI. In his current role, he is a core member of the firm's Mid Cap and Large Cap Equity Team, focusing on deep fundamental analysis and idea generation for US equity strategies. His responsibilities include evaluating companies for inclusion in high-conviction, concentrated equity portfolios with an emphasis on quality, sustainable cash flows, and competitive advantages.

With over two decades of experience in investment research, Matthew previously served for more than 14 years at Fiduciary Management, Inc. (FMI) as a Portfolio Manager, Senior Equity Analyst, and Partner, where he specialized in equity research across US and international companies. He also held academic roles at the Hawk Center for Investment Analysis, where he was a Lecturer and Advisor, further solidifying his expertise in financial analysis and investment strategy.

Matthew holds both a Bachelor of Business Administration and a Master of Science in Finance, Investment & Banking from the University of Wisconsin-Madison, as well as having completed the university’s prestigious Applied Security Analysis Program. His primary sector focus includes US mid cap and large cap equities, applying a bottom-up research process and rigorous valuation discipline in evaluating investment opportunities.