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Matthew Ziehl, CFA

Portfolio Manager

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  • B.A. from Yale University
  • M.B.A. from New York University

Matthew Ziehl, CFA, serves as lead portfolio manager of the Small Cap Core strategy and co-portfolio manager of the Mid Cap Core strategy. He is also a sector manager for the REITs, lodging, and business services sectors across all Core Equity strategies. Prior to joining the Firm, Mr. Ziehl managed the RS Small Cap Core Alpha product at RS Investments.

Previously, he served as managing director at Guardian Life Insurance Company.

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  • B.A. from Yale University
  • M.B.A. from New York University
  • 27 YRS

    Industry

  • 8 YRS

    The Firm

On Twitter Now

@OppFunds Jul 31 Investors: How can you mitigate risks as you move down the market cap spectrum? Read PM #MatthewZiehl’s suggestions: http://t.co/RQI1otcWtC

Managed Funds
Fund Name Managed Since YTD as of
  • 5/26/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Main Street Small Cap Fund®/VA (NAV)
5/19/2009 4.24 22.93 7.47 13.47 7.70 8.40
5/1/98
0.81
 
Main Street Small Cap Fund®/VA (with Sales Charge)
5/19/2009 4.24 22.93 7.47 13.47 7.70 8.40
5/1/98
0.81
 
Main Street Small Cap Fund® A - OSCAX (NAV)
5/17/2013 4.05 22.57 7.15 10.69
5/17/13
1.26
 
Main Street Small Cap Fund® A - OSCAX (with Sales Charge)
5/17/2013 4.05 15.52 5.06 9.01
5/17/13
1.26
 
Main Street Mid Cap Fund® A - OPMSX (NAV)
5/19/2009 6.92 16.85 6.41 11.22 6.44 10.41
8/2/99
1.11
 
Main Street Mid Cap Fund® A - OPMSX (with Sales Charge)
5/19/2009 6.92 10.13 4.33 9.91 5.81 10.04
8/2/99
1.11
Average Annual Total Returns (%) as of 3/31/17
  • C
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