Mathew T. Klody, CFA is the Founder and Managing Partner of MCN Capital Management LLC. MCN is a global, intrinsic value focused, long/short equity investment manager based in Oak Brook, IL. In addition to fundamental analysis, MCN employs an opportunistic, contrarian, behavioral based approach. At MCN, Mathew has developed an innovative approach to short selling, with the short portfolio having significantly outperformed the S&P 500 since inception.
Prior to founding MCN, Mathew was the Senior Vice President and Analyst at Chicago-based Sheffield Asset Management, a long/short equity hedge fund from 2007-2012. From 2003-2007, Mathew was an investment analyst at the holding company of Alleghany Corporation (ticker “Y”) covering the equity portfolio, corporate development and the reinsurance portfolio. Mr. Klody began his career as a credit analyst at the Global Corporate and Investment Bank at Bank of America.
Mathew graduated summa cum laude from the University of Notre Dame with a degree in finance and business economics. He serves as a regular guest lecturer to the Mendoza College of Business at the University of Notre Dame; including the Notre Dame Institute for Global Investing, the Applied Investment Management and Behavioral Finance programs. Mathew was recently invited to speak at the March 2017 Grant’s Interest Rate Observer conference and has been frequently interviewed for and quoted in the publication.
Mathew is a Chartered Financial Analyst and a member of the CFA Institute. He also serves on the Parish Council at St. Joan of Arc Church in Lisle, IL.