David Goel co-founded Matrix Capital Management, a $3.2 billion long/short public equity fund with a 19-year track record. The fund holds a concentrated portfolio of high conviction, uniquely diligenced investment ideas, with a focus on technology, media/telecom, consumer, and service industries. The investment team operates with an ownership mindset, as the General Partner and related parties represent approximately 40% of capital. The team sources proprietary ideas internally and from its entrepreneur base, and builds its high conviction through an in-depth research process organized around a proprietary cloud-based platform. This diligence approach involves completing a high volume of primary diligence with industry participants as well as developing strong relationships with management teams to confirm and enhance the investment theses. The fund was recognized in Bloomberg Magazine’s “100 Top Performing Large Hedge Funds” as the second best performing hedge fund in 2013.
Prior to forming Matrix Capital Management in 1999, David was a Member at Tiger Management. Previously, he was an Associate at General Atlantic Partners and a Financial Analyst at Morgan Stanley, focusing on Technology Investment Banking. David is a Director of Univision Communications, Inc., the leading American Spanish broadcasting media company based in New York, NY. Mr. Goel is also a Director of Popular, Inc., a bank with operations in New York, Florida and Puerto Rico. He is a Trustee of Phillips Exeter Academy and a Trustee of the Museum of Fine Arts, Boston, MA. David received a Bachelor of Arts (Magna Cum Laude) from Harvard University and is a graduate of Phillips Exeter Academy.