Matt Lipton

CFA
Portfolio Manager
Radnor
1160370731

Industry experience: 17 years

With Wellington: 7 years

Matt is a portfolio manager overseeing public and private investments across financial companies in the financial technology, payment, business service, and consumer financial subsectors. Matt brings over 15 years of investment expertise. He is a key thought leader within Wellington on the digitization of financial services platforms.

Insights By Matt Lipton

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Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech Article
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Financials amid rising dispersion

We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.

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Article
2024-09-30
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1089342370
Bank liquidity Regulatory Hedge funds Global Industry Research Alternatives Financials Americas Interest rates Monetary policy Volatility Inflation Fintech Article Fintech
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US regional banking sector update

We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.

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Article
2024-08-31
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Fintech Cryptocurrency Regulatory Equity Alternatives Financials Digital payments Geopolitical ESG Article
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Fintech regulation: Geopolitics, ESG, and crypto

Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.

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Matt Ross, CFA

Matt Lipton, CFA

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Article
2024-02-29
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Fintech ESG Private equity Global Industry Research Digital payments Article Private portfolio companies
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The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

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Multiple authors

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Article
2024-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
economic stock risk chart
Inflation Geopolitical Volatility Economic cycle Climate Alternatives Hedge funds Video
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Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

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Multiple authors

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Video
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Digital Payments
Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Alternatives Equity Private equity Global Industry Research Fintech Video
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Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

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Video
2023-11-30
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Cryptocurrency Digital payments E-commerce Fintech Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast
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Fintech market overview: The intersection of disruption and dispersion 

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

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By

Matt Lipton, CFA

Matt Ross, CFA

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Podcast
2023-11-30
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Fundamental equity Global Industry Research Equity Financials About us Geopolitical Cryptocurrency Digital payments ESG E-commerce COVID Economic cycle Private companies WELLSaid Podcast Podcast Alternatives
Fintech market in 2023: The intersection of disruption and dispersion
Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.
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By

Matt Lipton, CFA

Matt Ross, CFA

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34:50 min
Podcast
1305428682
Fintech Digital transformation Disruption Alternatives Financials Article
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The growing wave of disruption in financial services
Amid today's uncertainty, Portfolio Manager Matt Lipton outlines three key reasons he believes the opportunities fueled by fintech disruption will continue.
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By

Matt Lipton, CFA

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Article
2023-08-31
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Cryptocurrency Regulatory Disruption Alternatives Macro and market Quick Take
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Crypto beyond the hype: Insights for institutional investors
We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.
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By

Ranjit Ramachandran, CFA

Matt Lipton, CFA

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Quick Take
2022-12-31
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