INVESTOR UPDATES

One of best ways to establish and foster long term relationships with our clients is through clear and responsive communication. Our quarterly letters aim to achieve this goal by offering clients an “insider’s view” into our decision making process. In addition, the letter provides clients with a market summary as well as our outlook for the Economy and stock market for the upcoming quarters. Our goal in providing this information is to make the investment process as transparent as possible, helping clients better understand how we manage their portfolios.

We urge you to download some of the most recent quarterly letters (on the left) to familiarize yourself with our investment style and with the companies in our portfolios.  If you would like to receive an email each quarter with our new letter please email jbailey@matterhorncap.com

Each quarter we focus in on a “Global Theme”, a topic that our clients are asking us about and a hot point of conversation in the general public.  Please see the list of our themes below if you would like to jump straight to the respective letter.  

Europe in Crisis – 3Q2011

Portfolio Manager Q&A - Issue 2 – 2Q2011

Portfolio Manager Q&A - Issue 1 – 1Q2011

States of Denial – 4Q2010

The Emerging Middle Class – 3Q2010

Debt & Deleveraging – 2Q2010

Commercial Real Estate - 1Q2010

The Dollar in Decline – 4Q2009

Should we be Concerned about Inflation – 3Q2009

Behavioral Finance – 2Q2009

The Great Unwind, the Troubled
Asset Relief Program (TARP) – 3Q2008

Global Themes – 2Q2008

Is this the Right Time for Commodities – 1Q2008

Deconstructing the Credit Bubble (Part 2) – 4Q2007

Deconstructing the Credit Bubble – 3Q2007

Organic Growth/The “Wellness Industry” – 2Q2007

Private Equity Funds – 1Q2007