Stuart Kaye Email & Phone Number

Baltimore, Md

New York, Ny

Stuart Kaye joined Matarin Capital Management as a co-founder and member of the Investment Team in 2010. His primary responsibilities include the model development for and the portfolio construction and management of Matarin's suite of investment strategies: including Micro Cap, North America Small Cap (NASC), Large Cap Core (LCC), and Low Volatility. Matarin has also worked with Standard & Poor's on the Matarin Global Long-Term Index and the Matarin International (ex -North America)… Show more Stuart Kaye joined Matarin Capital Management as a co-founder and member of the Investment Team in 2010. His primary responsibilities include the model development for and the portfolio construction and management of Matarin's suite of investment strategies: including Micro Cap, North America Small Cap (NASC), Large Cap Core (LCC), and Low Volatility. Matarin has also worked with Standard & Poor's on the Matarin Global Long-Term Index and the Matarin International (ex -North America) Long-Term Index. Show less

• Ran optimizations for 150 accounts representing $20 billion in assets: long-only, 130/30, long/short strategies • Researched and helped make decisions on stock-selection factors, weights assigned to those factors, rules for corporate-action stocks, trading process• Built capacity of research team: helped set goals for and evaluate members of five-person team, hired Ph.D. as additional researcher• Constructed models to forecast the U.S. stock and bond markets

• Directed the evolution of fundamentally driven stock-selection and asset-allocation models including equities, fixed income, and currencies ($22 billion in assets). All portfolios managed under these models outperformed their benchmarks for the 10 years ended 12.31.07• Oversaw an 11-member team of fundamental, quantitative, and systems specialists, including several Ph.D.s and CFA charterholders• Created and launched more than 20 new products, including 130/30, enhanced U.K., high… Show more • Directed the evolution of fundamentally driven stock-selection and asset-allocation models including equities, fixed income, and currencies ($22 billion in assets). All portfolios managed under these models outperformed their benchmarks for the 10 years ended 12.31.07• Oversaw an 11-member team of fundamental, quantitative, and systems specialists, including several Ph.D.s and CFA charterholders• Created and launched more than 20 new products, including 130/30, enhanced U.K., high risk market-neutral, and global structured core equity• Spearheaded the customization of factors applied to various types of stocks within the stock-selection model • Supervised testing of risk models from BARRA, ITG, and Northfield• Met regularly with clients and consultants to explain investment process and modelsFirmwide responsibilities• Participated in setting the firm’s strategic direction as one of 120 global partners in a 6,000-employee company• Member of Investors’ Forum, an internal group comprising 12 senior investment professionals from across the firm • Member of management committee overseeing U.S. ($15 billion in assets) and subsequently global ($22 billion) structured-product groups Show less

* Focused on asset allocation, domestic equity and fixed income manager decisions for AT&T's Defined Benefit Pension Plan.* Oversaw 31 external investment managers of $37 billion pension fund* Developed models to predict performance of large versus small stocks and growth versus value stocks, guiding allocation of plan assets and beneficiary payments among managers

Summer equity research analyst position.

State of Michigan Certified Public Accountant

Mba, Finance

Activities and Societies: Focus on investment management and security analysis

Bba, Accounting And Finance

Graduated with Distinction