The following interview is part of The Phillips Conversations, hosted by Scott Phillips of Templeton and Phillips Capital Management.

MOI Global has partnered with Templeton Press to bring you this exclusive series of conversations on investing and the legacy of Sir John Templeton, one of the greatest investors of the 20th century.

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About the interviewee:

Jeff Matthews, CFA, has 22 years of investment experience, and has run Ram Partners, LP, a Greenwich, Conn.-based hedge fund, since 1994. Ram Partners is a $65 million fund focused solely on U.S. equities and open only to individual investors. Previously, Matthews served as an analyst and portfolio manager at Rocker Partners, an oil analyst at Merrill Lynch, an energy and capital goods analyst at Aetna Life & Casualty, a mergers and acquisitions analyst at Penn Central and a consumer products analyst at Warburg Pincus. He holds a bachelor’s in finance from Lehigh University.