Our Philosophy

Matterhorn practices an intense bottoms-up approach, with a focus on stock picking through investing in companies with strong fundamentals – led by ethical and proactive managements. Besides investing in quality names, we capitalize on market anomalies and have a keen eye on downside protection. Our conservative approach is the result of insights derived through the lenses of valuation, psychology and other technical and qualitative analysis. We also seek to maximize absolute return by being early in emergent, “forgotten” and undervalued stocks, including those with high potential turnarounds and others that have undergone corporate restructurings. For our discretionary investments, we follow the 12/12 approach, where at any point in time, we hold long positions on 12 key stocks in each of our funds and adopt disciplined sell strategies. Matterhorn has a proven, consistent superior performance on its investments and has no compliance and risk issues.