Our Blogs

We have revamped the entire website - with the aim of making your stock investment decisions even easier, faster and more informed.

The Obermatt ranks are a valuable tool for navigating a challenging market environment. While many investors avoid expensive markets, the Obermatt method provides clear and data-based guidance to identify companies that are worth investing in despite high overall market prices.

It's a common practice for investors to focus on performance metrics like Total Shareholder Return (TSR) when evaluating investment options. While these figures can be tempting to compare, they often paint an incomplete picture, especially for long-term investors.

Alternative energy, future technologies, climate change. Many investors have areas that are important to them and would like to invest in stocks that promote those interests and long-term goals. But, it’s often hard to know which stocks those could be. This is where Obermatt’s Investment Themes research comes in.

Many investors want to invest in the Swiss economy and often do so through the SMI or SPI market indices. Both are comprised of Swiss companies, but they aren’t as diversified as one would think. That can have a negative impact on risk and return. We show you why the ETP on the Obermatt Swiss Pearls Index might be a safer option due to its diversification and rules-based stock picking strategy.

At Obermatt, we're committed to providing investors with up-to-date and intuitive stock coverage. We've been making improvements to enhance your investment journey, whether you’re a beginner, hobby investor or a professional.

The Swiss stock market is known for its stability and strength in financial and pharmaceutical companies. But, we all know that there’s more to Switzerland than that. Industrial companies, consumer goods, tourism and the service sectors make up more than two-thirds of the economy. But, how does one invest in this broader market? The Obermatt Swiss Pearls Index (OMSP1) makes it easy.

It’s official! We rang the bell of the SIX Stock Exchange in Zurich and announced the Obermatt Swiss Pearls Index (OMSP1) ETP to more than 60 potential investors. They found out why investing in the SMI or the SPI doesn’t actually mean investing in the Swiss economy - it’s more like a bet on pharmaceuticals and Nestle. The 36 Swiss stocks in the OMSP1, however, are more diversified and better reflect the composition of Switzerland’s economy. Keep reading to find out why the OMSP1 is a smart choice.

Learn more about our latest addition: a detailed, easily readable and understandable in-depth analysis and buy/sell recommendations for all of the 6,500 stocks covered, based on our experience built up over more than 20 years.

Obermatt is now working together with AlleAktien GmbH to further expand the scope and depth of its stock analysis. Now, for every stock at Obermatt, there is also a reference to the corresponding stock analysis from AlleAktien.de. This allows Obermatt visitors to delve deeply into the business models of the companies "behind the stock" with a single click.

Obermatt is now working together with Eulerpool, a German stock portal with stock news and many financial facts that are complementary to Obermatt's stock analysis. Now, each stock at Obermatt will also link to the corresponding page at Eulerpool.

Should you invest in index funds, popular today, mainly in the form of ETFs, i.e. index funds that are traded on an exchange? Our opinion: Index funds are a good solution for investors, but not necessarily the best. Find out why we say it this way.

It was six years ago when we published our first introductory videos. We answered the key questions of novice investors already back then. The videos may now have a somewhat dated look and feel, but the content is still valid and state of the art.

We have stopped equity research for companies in dictatorships. It makes no sense to support systems of power that put us at risk in free democracies. Today Obermatt evaluates nearly 9000 stocks in 54 countries. You can find out which countries we cover here.

Hermann invests in Choba Choba, a Swiss/Peruvian farmer-owned chocolate producer, with a vertically integrated business model that helps 36 Peruvian cacao farming families improve their living and working conditions and make amazing chocolate.

The Obermatt ESG framework, developed together with nine Swiss industry leaders, addresses ESG reporting, ESG performance measurement and linking ESG criteria to executive compensation. Watch the video or contact us to learn more about our findings on best practices in reporting and compensation.

In the summer we created some new things at Obermatt. For example, we expanded the coverage of equities to 12,133 stocks. ESG indicators were also added and we are expanding the Obermatt Focus Markets.

The Obermatt Triple Bottom Line ESG (Environmental, Social, Governance) Framework uncovers four key learnings.

Our summer break view on the Obermatt core business which is helping corporations communicate their sustainability (ESG) performance to the outside. Watch how companies use the Obermatt Triple Bottom line to show their contributions to employees, customers, society and the environment.

Companies must take their ESG performance into their own hands. This is the goal of Obermatt's Triple Bottom Line ESG project. The approach is presented in this video: 1. Structure of the ESG ecosystem, 2. Development approach ESG Triple Bottom Line system, 3. ESG performance presentation in the GRI report, 4. Obermatt Climate Index.

Entrepreneur and former public company CEO Douglas Günthardt speaks with Hermann J. Stern on relative performance measurement and management compensation, the Obermatt’s core business.

Here is an excursion into our core business with which Obermatt finances the equity research. So this time no stock recommendations. In this recording of a webinar for HR managers and compensation experts on the subject of Covid and manager bonuses, Obermatt CEO Hermann Stern discusses solutions such as indexed performance measurement with his guests. (click to read summary)

At the change of the year we publish something not for the head, but for the senses: in autumn we had a vernissage with portraits of Europeans created by the Swiss photographer Martin Rütschi.

We are always asked how Obermatt makes money from its research. The answer is simple: Obermatt does not make money from your data or from advertising. Instead, we offer a paid service to our customers: Obermatt Premium.