Investor Forum Speakers
1/1/2013

Matt Christensen

Investor at Rose Park Advisors applying Clayton Christensen’s theory of disruptive innovation to public markets.

In 11 years of managing money, Matt Christensen has applied the same commitment and tenacity to investingthat he brought to playing basketball at Duke University under coach Mike Krzyzewski. Alongside his father,Harvard Business School professor Clayton Christensen, Matt has achieved success with a merger of businessresearch and investing. In 1997, Clayton Christensen published The Innovator’s Dilemma, which introducedhis theory of “disruptive innovation” to the world. After Matt graduated from Duke with degrees in Economicsand Civil Engineering and an NCAA Basketball Championship, he began investing his family’s money, extendingdisruptive innovation into an investment strategy.After five years of investing on the side while Matt was consulting at Boston Consulting Group and Innosightand studying at Harvard Business School, in August 2007 the Christensens launched Rose Park Advisorsin order to offer their strategy to outside investors. (Today Clayton Christensen is Chairman of Rose ParkAdvisors but is not involved in day-to-day operations.) Rose Park’s Disruptive Innovation Fund exclusivelyinvests in companies estimated to be undervalued given their disruptive prospects and shorts companiesestimated to be overvalued given their likelihood of being disrupted. Since inception, the Fund has returnedeight times the Hedge Fund Research Equity Hedge (Total) Index.At the 2013 Santangel’s Investor Forum, Matt will speak about why he believes disruptive innovation is themost powerful value creation force in business and investing.

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