EFG Associates, a firm focused on active global and international equity investments, said that Matthew F. Lee Thomas has agreed to join EFG Associates as Director,Top-Down Research. In this role he will manage the group that is responsible for all of the firm’s quantitative, equity-oriented top-down models. Previously, Mr. Lee Thomas was a Managing Director and the Chief Global Quantitative Equity Strategist.

In his new position, Mr. Lee Thomas will report to Chief Investment Officer, Albert Chisholm. “Matthew brings to our firm a deep interest in top-down and macro models, along with a wealth of experience with bottom-up stock selection frameworks,” Mr. Chisholm said. “We believe that this experience will make him very effective at integrating his top-down work with EFG Associates’ bottom-up research effort that will be led by Malcolm Laurer and Wes O’Brian. Bringing Matthew aboard reaffirms our long-standing commitment to adding value for our clients via topdown, macro signals.” Mr. Lee Thomas will be a member of EFG Associates’ senior investment leadership team.

Mr. Lee Thomas obtained a Ph.D. in Finance, Graduate School of Business, an MA in Statistics and A.B. in Philosophy.

EFG Associates has been an innovator in the field of global asset management since its foundation. The firm managed $20.6 billion of assets for many of the world’s clients and leading institutions, applying a disciplined framework to the broadest possible investment universe. Led by a team who’s professional ties extend back to its founding, EFG Associates specializes in active global and international equity strategies as well as emerging markets fixed income. Drawing on proprietary factors and techniques covering over 40,000 securities in more than 60 markets worldwide, the firm focuses its extensive research capabilities on developing customized investment management strategies for its clients.