Investment Principles

Matterhorn is a value investor dedicated to acquiring deep knowledge of potential investments. Over a number of years we have developed a set of Investment Principles by which we manage all our clients' investments.

• Original thought through independent research

• Value investing based on company fundamentals

• Know the stocks and industries inside out

• View the companies from an owner-operator perspective

• Dare to take big positions in high conviction stocks

• Avoid consensus

• Be ahead of the crowd

• Underweight over-heated markets

• Manage risks to avoid draw-downs of unacceptable magnitude