INSTITUTIONAL

Matterhorn Capital Management, LLC (MCM), is an independent investment management firm based in San Antonio, Texas. The firm was founded in 2005 and is a Registered Investment Adviser with the SEC.  MCM is independently owned by the three portfolio managers.

From the onset, Matterhorn was structured to serve the institutional market in the traditional long-only allocation for our institutional clients.  We offer all cap core portfolios with U.S. or international focus (benchmarked against the Russell 3000 and MSCI ex US respectively).  For detail on our portfolios please click our performance pages to the left.  We also submit our data to all the major databases each quarter for your review.

Here are the primary characteristics of the Matterhorn Capital portfolios:

• Model portfolio with separately managed accounts
• Strictly invested in individual public securities, no funds
• Limit non-core positions held in the portfolio
• Relative Value & Relative Growth (independently managed)
• Concentrated portfolios
• Equally weighted
• Lower risk (Beta)
• Higher alpha
• Trading efficiency

The firm has been built organically since inception:

*Firmwide assets include equity, fixed income and non-fee paying/non-discretionary assets.

For additional information on our institutional capabilities or a more detailed description of our investment process, we invite you to browse through the sidebar to the left and encourage you to contact us so we can visit further with you. Please contact Jeff Bailey at 210.694.4329 or at jbailey@matterhorncap.com