Mathew Hodge, CFA

Mathew Hodge, CFA, is a director for Morningstar.* His primary responsibility is to help the team to perform and efficiently communicate fundamental equity research with clients in mind. His responsibilities include setting priorities for the team, hiring, people management, providing feedback, career development, and promoting our research to the business and clients. Fundamental to the role is creating and maintaining an inclusive environment where the team can do its best work. He also helps develop and implement research methodologies on an ad hoc basis.

Before mid-2021, Hodge was a director on the team and covered the metals and mining sector, including the large-cap global majors. Before mid-2019, he was a senior resources analyst covering the metals and mining sector. Hodge joined Morningstar equity research via the acquisition of Aspect Huntley in 2006. In addition, Hodge has sat on Morningstar's economic moat committee since 2014. More recently, he led the refresh of the capital allocation methodology in 2020 and was the inaugural chair of the subsequently formed capital allocation committee.

Before joining Aspect Huntley in 2001, Hodge worked in mining, principally as a mining engineer in underground coal. Hodge studied mining engineering at the University of New South Wales. He holds the Chartered Financial Analyst® designation.

*Morningstar Australasia Pty Ltd (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.