Since 2001
Years of Excellence
6,500+
Stocks Analyzed
60+
Global Markets
Family-Run
Independent & Trusted
The Beginning: A Personal Challenge
Even as a financial expert working in the industry since completing his doctorate in business ethics, Dr. Hermann J. Stern felt intimidated by investing in stocks, as most stock analysis is either overly complicated or biased by personal judgments.
"In an industry that is like a labyrinth designed to keep retail investors out, Obermatt makes investing in stocks accessible, fair, and satisfying."
So, his investment journey started with ETFs, because they were more efficient than most investment funds. But investing wasn't very satisfying. It wasn't clear which stocks were actually in the ETFs he purchased. They were usually weighted towards the stocks with the highest market capitalizations, not the best performers. And, even global funds consisted largely of US or European holdings.
Our Journey Through Time
The Beginnings of Obermatt
Inspired by its idyllic yet powerful location in Obermatt near Bürgenstock at the shores of Lake Lucerne, Switzerland, the company was founded on 24 August 2001 with the mission to revolutionize business performance measurement.
The Financial Crisis Inspiration
During the 2008 financial crisis, Obermatt's main business of indexed performance measurement was booming. Due to the market downturn, demand for an accurate picture of company performance was growing. Obermatt's method of comparing company performance against a company's peers resulted in a rank that showed where any company stood in the market, regardless of whether the market was growing or contracting. If companies could use this approach to set executive bonuses, why not leverage it to evaluate stocks?
Birth of Stock Rankings
That's precisely what Obermatt started in 2010. We began applying our proven ranking methodology to stock evaluation, creating a revolutionary approach to investment analysis.
Continuous Innovation
Since then, Obermatt's algorithm for evaluating a company from various investment perspectives has continued to improve. Dr. Stern and his family have been using the Obermatt Ranks to choose individual stocks for their portfolios. Holding individual stocks and understanding them made them feel connected and invested in their portfolio.
- Long-term value investing approach
- Fact-based, free of hype
- No fees associated with funds or advisors
- Minimal time investment required
OMSP1: A New Milestone
Obermatt's analytical expertise and unique approach drew the interest of Amasus Investment, which wanted us to develop the underlying index for a new financial product.
OMSP1 - Obermatt Swiss Pearls Index
- Diversified selection of top 36 Swiss stocks
- Determined by our rule-based 360° View
- Traded on SIX Swiss Exchange (Ticker: OMSP1)
- Unique transparency - publishes reasoning for all trades
A Family Business with Global Impact
Today, Dr. Stern focuses on the executive compensation business, while his wife Dr Candace Cheng and son Hermann Stern, Jr. manage the daily operations of the investing offering. We continue to make sophisticated, fact-based investing easily accessible to private investors worldwide.
Our Impact
Obermatt's commitment to transparency and integrity has not only set us apart in the financial services industry but has also empowered countless clients to make informed and confident investment decisions.
Our Mission
Making investing decisions simpler, more transparent, and grounded in evidence.
Our Approach
Combining quantitative analysis with user-friendly tools that help investors make better decisions.
Our Promise
Independent research and easy-to-understand stock rankings, without hype or unnecessary complexity.
Our analyses and tools are designed to cut through the noise of the stock market, providing clarity and insights that drive successful investment strategies. By offering independent research and easy-to-understand stock rankings, Obermatt gives everyday investors the confidence to build long-term wealth.
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