About
Matt J. Weight is Principal and Portfolio Manager at Speece Thorson Capital Group, Inc., based in Saint Paul, Minnesota. With more than 20 years of financial analyst experience, he has been with the firm since 2014, where he is responsible for portfolio management and equity research, focusing particularly on U.S. equities.
His investment specialization includes sector coverage across the consumer, industrial, and financial industries, leveraging fundamental research to identify value and growth opportunities within publicly traded companies. Prior to his current role, Matt held analyst and portfolio management positions at Feltl and Company, Scout Investment Advisors, American Century Investments, Deloitte & Touche, and Arthur Andersen, providing him with a broad background spanning investment advisory, asset management, and accounting.
Matt holds a BA from the University of St. Thomas and an MBA in Applied Security Analysis from the University of Wisconsin, Madison. He is both a CFA charterholder and an inactive CPA, and a member of the CFA Society of Minnesota. His notable contributions to the investment industry include his methodical, research-driven approach to fundamental equity investing and mentorship of younger analysts in the Midwest equity market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Speece Thorson Capital Group, Inc. | Principal | May 2014 to Present | Principal at Speece Thorson Capital Group. We are a long-term, value oriented, fundamental investment management firm focused on investing in companies that we deem are "well managed, financially powe... |
| Feltl and Company | Senior Research Analyst | Apr 2011 to May 2014 | * Lead equity analyst covering the Health Care Services industry * Conducted fundamental equity research analyzing company and industry trends, communicated with key opinion leaders, evaluated competi... |
| Scout Investments | Senior Investment Analyst | Jan 2008 to Nov 2010 | • Senior analyst responsible for investment idea generation across the healthcare sector for inclusion in mid and large cap funds • Conducted fundamental research by performing financial statement ana... |
| American Century Investments | Investment Analyst | Jan 2006 to Jan 2008 | Generalist analyst on a $9 billion large-cap fund. Primary coverage of the Financials sector • Provided primary company research across multiple sectors by performing in-depth company and industry ana... |
| Deloitte & Touche | Mergers and Acquisitions - Manager | Jan 2001 to Jan 2004 | • Performed financial modeling including multi-scenario mergers & acquisitions valuation analyses including discounted cash flow valuations and comparable market and transaction multiples • Managed M&... |
| Arthur Andersen | Senior Auditor | Jan 1998 to Jan 2001 | • Led teams of four to five auditors providing financial reporting assurance services and developed operational reviews and risk management strategies |
Education
Wisconsin School of Business
MBA, Finance, Investment and Banking
2004 — 2006
University of St. Thomas
Bachlor of Arts, Accounting
1995 — 1998
Others at Speece Thorson Capital Group Inc. (2)
| Name | Role | Location |
|---|---|---|
B Ben Johnson | Principal and Portfolio Manager | Minneapolis, MN , United States |
 | Partner and Portfolio Manager | Minneapolis, MN , United States |