Head of Global Equity Research | Portfolio Manager
Matthias Reinhardt
Leads global equity research and helps build global and international equity portfolios.
Matthias Reinhardt is Head of Global Equity Research and a Portfolio Manager at RVS Capital Management Inc. He develops the global equity research framework, manages the research team and conducts fundamental company analysis while contributing to security selection and portfolio construction for global and international equity strategies.
His coverage focuses on industrials, capital goods, materials and cyclical sectors. He coordinates analysts across North America, Europe and Asia on company fundamentals, valuation, earnings forecasts and competitive dynamics.
Before joining RVS Capital, he worked as a research analyst, senior equity analyst and portfolio manager at European asset managers, covering industrials, materials and consumer companies. Earlier in his career, he worked on corporate financial analysis, transaction research and valuation.
He has more than 25 years of experience in global equity research, fundamental analysis, emerging markets and portfolio management. He earned a degree in business economics from the University of Münster in Germany.
