With a plethora of index funds available on the market...
...why should investors consider the Obermatt Swiss Pearls Index?
The Obermatt Swiss Pearls Index sets itself apart from other indices in some fundamental ways:
- Independence: Obermatt is an independent research provider. Our research forms the basis for the selection of stocks in the index. We are neither a bank nor an asset manager.
- Transparency: Unlike many financial products which disclose little information about stock holdings, Obermatt not only publishes changes to the 36 stocks in the Obermatt Swiss Pearls Index, we also explain the reasoning behind each stock trade.
- Cost consciousness: The index is actively managed and monitored but changes in the stock holdings are made on a monthly basis. This helps maintain a long term view while keeping trading costs in check.
- Factor-based investing: The Obermatt Method is based on financial facts, fundamental analyses and market sentiment viewed as an aggregate, free from the biases of personal judgment.
- Expertise: Different from other indices which are defined by market capitalization or industry codes, the Obermatt Swiss Pearls Index is based on Obermatt’s algorithms which have been refined over the last 12 years.
Learn more about the philosophy behind the Obermatt Swiss Pearls Index.