Matt Philo, CFA

Experience

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  Smith Barney, Harris Upham

  Jan 1985 - Jan 1985

  Associate
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  Moran Asset Management

  Jan 1989 - Jan 1993

  Analyst

  Research Analyst at a $450 million equity asset manager with an emphasis on TMT sectors; in particular, Cellular Telephone and Cable TV. Exposure to high yield financed growth industries. Over time, added coverage of the Retail and Restaurant sectors.

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  Thorsell Parker Partners

  Jan 1993 - Jan 1996

  Portfolio Manager/Analyst

  Equity asset management firm with approximately $500 million in AUM. Firm specialized in Small Cap and Mid Cap Value strategies. Responsible for the sourcing, researching, and portfolio management of stocks representing approximately 60% of total managed assets. The favorable market environment for leveraged equities during the period led to an interest in the high yield market.

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  MacKay Shields LLC

  Sept 1996 - Dec 2014

  Previous to First State, Matt was Executive Managing Director/Head of High Yield at MacKay Shields LLC, and Portfolio Manager of $22 billion in Group assets, consiting of both institutional separate accounts and retail mutual funds (MHYIX & MDHIX).Matt managed the Mainstay High Yield Corporate Bond Fund (MYHIX) from December 2000 through May 2014.He joined MacKay Shields in 1996 and managed institutional accounts for MacKay Shields from September 1996 through April 2014.Matt has an MBA in finance from New York University and a BA from University at Albany-SUNY. Matt is a CFA Charterholder. Show less

  • Senior Advisor to Chairman & CEO

    Jun 2014 - Dec 2014

  • Executive Managing Director/Head of High Yield Group

    Sept 1996 - May 2014
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  First Sentier Investors

  May 2016 - Sept 2021

  Head of High Yield, Lead Portfolio Manager

  Previous to First Sentier Investors, Matt was Executive Managing Director, Head of High Yield at MacKay Shields LLC. He served as Portfolio Manager of $22 billion in Group assets, consisting of both institutional separate accounts and retail mutual funds (MHYIX & MDHIX)..Matt managed the Mainstay High Yield Corporate Bond Fund (MYHIX) from December 2000 through May 2014. He joined the company in 1996 and managed institutional accounts for MacKay Shields from September 1996 through April 2014.Prior to Matt's 18-year tenure at MacKay Shields, he was a Partner and Portfolio Manager at Thorsell Parker Partners, a value-oriented equity asset management firm. He started his career as an Investment Analyst at Moran Asset Management, a TMT focused equity management firm.Matt has an MBA in finance from New York University’s Stern School of Business and a BA from University at Albany SUNY. Matt is a CFA Charterholder. Show less