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Matthew Monson

Matthew Monson

Partner and Portfolio Manager at Sovereign's Capital Management, LLC

Denver, CO , United States

About

Matthew Monson is a Partner and Portfolio Manager at Sovereign’s Capital, based in Denver, Colorado, where he leads the firm's public equity investment strategy. His primary responsibility is managing the Flourish Fund ETF (SOVF), which focuses on U.S. public companies led by faith-driven CEOs who foster exceptional corporate cultures prioritizing employee flourishing and servant leadership. Monson seeks investment opportunities in sectors where values-aligned leadership is demonstrably correlated with both strong financial performance and meaningful positive impact.

Before joining Sovereign’s Capital in 2021, Monson held investment analyst roles at ArrowMark Partners and Deccan Value Investors, building a career that spans investment banking, private equity, and public equity investing. His experience provides him with deep expertise in company assessment, portfolio construction, and values-based investment across various industries within the public equity asset class.

Matthew Monson earned an MBA from Northwestern University’s Kellogg School of Management and a BSB in Finance and Marketing from the University of Minnesota’s Carlson School of Management. He is recognized for advancing faith-driven and impact-oriented investing within the U.S. public equity market, notably through the development of strategies that align capital with both kingdom impact and financial returns.

Career History

OrganizationRoleDate RangeDetails
Sovereign's CapitalPartner and Portfolio ManagerJan 2021 to Present
Faith-Driven Investing. We invest in companies led by faith-driven CEOs that focus on developing cultures that enable human flourishing. We believe culture is the greatest competitive advantage in bus...
ArrowMark PartnersInvestment AnalystJan 2019 to Jan 2021
Concentrated long-only public equity investment management. Strategy: SMID Select
Deccan Value InvestorsInvestment AnalystJan 2015 to Jan 2019
Concentrated long-only public equity investment management. Global generalist. Primarily public, but also private equity investing. $3bn of AUM in 10-15 positions. 6-person investment team.
Brave Warrior AdvisorsInvestment AnalystJan 2013 to Jan 2014
Concentrated long-only public equity investment management. $3bn of AUM in 10 positions. 5-person investment team.
Kellogg School of ManagementMBA, 2013Jan 2011 to Jan 2013
FTV CapitalAssociateJan 2009 to Jan 2011
Private Equity Fund Industry Coverage: Business Services, Financial Technology, and Financial Institutions
UBS Investment BankAssociateJan 2005 to Jan 2009
Financial Institutions Investment Banking: 2007 - 2009 Fixed Income - Debt Capital Markets: 2005 - 2007

Education

Northwestern University - Kellogg School of Management

University of Minnesota - Carlson School of Management

BSB, Finance, Marketing

Skills & Expertise

Private Equity
Mutual Funds
Equities
Investment Banking
Capital Markets
Hedge Funds
Finance
Fixed Income
Investment Management
Portfolio Management
Investments
Financial Modeling
Valuation
Bloomberg
Financial Analysis
Business Services
Code Coverage
Financial Technology
Financial Institutions

Others at Sovereign's Capital Management, LLC (9)

NameRoleLocation
Adam Nichols
Adam Nichols
PrincipalAtlanta, GA , United States
Hal Cooley
Hal Cooley
Vice President, Private EquityAtlanta, GA , United States
Jake Thomsen
Jake Thomsen
Managing PartnerDurham, NC , United States
Michael Tremain
Michael Tremain
Managing PartnerChattanooga, TN , United States
A
Adora Elisapeta Lovestrand
PrincipalUnited States
Andrew Kean
Andrew Kean
PrincipalChattanooga, TN , United States
Connor Winn
Connor Winn
PrincipalAtlanta, GA , United States
D
Danny Kuo
PrincipalLos Angeles, CA , United States
Isaac Hung
Isaac Hung
Private Equity AssociateAtlanta, GA , United States