In 11 years of managing money, Matt Christensen has applied the same commitment and tenacity to investing
that 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 business
research and investing. In 1997, Clayton Christensen published The Innovator’s Dilemma, which introduced
his theory of “disruptive innovation” to the world. After Matt graduated from Duke with degrees in Economics
and Civil Engineering and an NCAA Basketball Championship, he began investing his family’s money, extending
disruptive innovation into an investment strategy.
After five years of investing on the side while Matt was consulting at Boston Consulting Group and Innosight
and studying at Harvard Business School, in August 2007 the Christensens launched Rose Park Advisors
in order to offer their strategy to outside investors. (Today Clayton Christensen is Chairman of Rose Park
Advisors but is not involved in day-to-day operations.) Rose Park’s Disruptive Innovation Fund exclusively
invests in companies estimated to be undervalued given their disruptive prospects and shorts companies
estimated to be overvalued given their likelihood of being disrupted. Since inception, the Fund has returned
eight 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 the
most powerful value creation force in business and investing.