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INVESTING INSIGHTS
AT WILLIAM BLAIR

Matthew Fleming, CFA

Co-Portfolio Manager, Research Analyst

Matthew Fleming, CFA, is a co-portfolio manager for our Mid Cap Value and SMID Value strategies and research analyst focusing on the energy, utilities, and industrials sectors. Before joining William Blair in 2021, Matt was a member of the small- to mid-cap value equity teams at ICM. Before joining ICM in 2008, Matt was a senior research analyst at PNC Capital Advisors/Mercantile Capital Advisors from 2004 to 2008. Before becoming a research analyst, Matt held various roles at GB Asset Advisors, Triumph Group, and BT Alex. Brown/Deutsche Bank AG. He holds the Chartered Financial Analyst designation. Matt received a B.A. in history from Princeton University.

Seeking an Edge in Mid-Cap Value

Matthew Fleming, CFA
U.S. Equity

Investors are always looking for an edge. In the mid-cap value space, a consistent research process and analyst sector expertise may have the potential to provide investing advantages. Watch the video or read the recap...

The Appeal of Mid-Cap Value

Matthew Fleming, CFA
U.S. Equity

We believe adding exposure to mid-cap value is a compelling investment strategy in many different economic environments. Mid-cap value equities have also been historically strong performers, and market conditions today might only enhance the potential...

Our Value Approach

Matthew Fleming, CFA
U.S. Equity

High-quality value—not deep value—defines our U.S. value equity team’s approach to value investing. The team seeks stocks that are industry leaders at a discount to their intrinsic value, and with potential limited downside. Watch the...

Our Edge in Small-Cap Value

Matthew Fleming, CFA
U.S. Equity

Deep experience, an intimate knowledge of management teams, and an interactive research process define our U.S. value equity team’s edge—plus the fact that we’re all pulling the oar in the same direction. Watch the video...

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