MATTERHORN CAPITAL Overview

Matterhorn Capital Management Llc is an investment advisor that manages 454.1 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 151MM in positions, representing 33% of the manager's regulatory AUM.

MATTERHORN CAPITAL StockAlpha

-2.9%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MATTERHORN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SYMC 5.11% Tech -6.04% -0.2% 0 11%
BDX 4.66% Health -7.9% -0.16% 0 13%
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FEATURED IN
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MATTERHORN CAPITAL Founders and Key Employees

Name Title In Position Since
Juan A. Landa President, Managing Member February-2005
Stefan F. Grater Member June-2005
Charles F. Hall Member September-2006
Harry M. Flavin Member April-2011
Lindsay K. Bagby Chief Compliance Officer October-2013
William T. Sanders Member/Director Of Institutional Client Services June-2014

MATTERHORN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

MATTERHORN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


EQUITIES (STOCKS)


INVESTMENT PROCESS


MCM merges bottom-up quantitative screening with top-down global investment themes to search for portfolio candidates. Final portfolio selections are based on fundamental company reviews and a risk management overlay.

Quantitative Screening: Our bottom-up quantitative screening process filters portfolio candidates from the universe of US and International stocks. The screens focus on companies that meet the desirable fundamental metrics for each investment style exclusively, i.e. there is no overlap between styles.

Fundamental & Qualitative Analysis: Quantitatively screened candidates are qualitatively analyzed in-house utilizing fundamental databases and a variety of outside research in order to develop a written investment thesis per selected candidate. A collegiate environment encourages data based testing of theses all in writt...
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MATTERHORN CAPITAL Portfolio Concentration

MATTERHORN CAPITAL Location

3512 PAESANOS PARKWAY
SUITE 301
SAN ANTONIO, Texas
UNITED STATES, 78231

MATTERHORN CAPITAL Contact Information

Phone Number: 210.694.4329
Fax Number: 210.694.4379
Website:

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