Matthew Monson
Partner and Portfolio Manager at Sovereign's Capital Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sovereign's Capital | Partner and Portfolio Manager | Jan 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 Partners | Investment Analyst | Jan 2019 to Jan 2021 | Concentrated long-only public equity investment management.
Strategy: SMID Select |
| Deccan Value Investors | Investment Analyst | Jan 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 Advisors | Investment Analyst | Jan 2013 to Jan 2014 | Concentrated long-only public equity investment management.
$3bn of AUM in 10 positions.
5-person investment team. |
| Kellogg School of Management | MBA, 2013 | Jan 2011 to Jan 2013 | — |
| FTV Capital | Associate | Jan 2009 to Jan 2011 | Private Equity Fund
Industry Coverage: Business Services, Financial Technology, and Financial Institutions |
| UBS Investment Bank | Associate | Jan 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
Others at Sovereign's Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Principal | Atlanta, GA , United States | |
| Vice President, Private Equity | Atlanta, GA , United States | |
| Managing Partner | Durham, NC , United States | |
| Managing Partner | Chattanooga, TN , United States | |
A Adora Elisapeta Lovestrand | Principal | United States |
| Principal | Chattanooga, TN , United States | |
| Principal | Atlanta, GA , United States | |
D Danny Kuo | Principal | Los Angeles, CA , United States |
| Private Equity Associate | Atlanta, GA , United States |