The Obermatt method wasn't just an idea, but a deep conviction. Our founder, Dr. Hermann J. Stern, was so confident in the data-driven analysis that from 2014 to 2023, he personally managed a stock portfolio. He selected stocks exclusively from the Top 10 lists provided by the Obermatt algorithm. You can see the results of this historical portfolio in the following charts.
The performance tracking for this personal portfolio ended in 2023 for an exciting reason: we elevated the method to a new level the following year. In 2024, we launched the Obermatt Swiss Pearls Index (OMSP1)—an ETP (Exchange Traded Product) that trades on the Swiss stock exchange SIX. This allows you to invest in the Obermatt method in a simple and direct way by simply buying the OMSP1.
At Obermatt, transparency and trust come first. That's why we always made the stock purchases from this personal portfolio public from 2014 to 2023. The historical results you see in the charts below are the portfolio's actual performance compared to the market. They show how applying our data-driven method led to solid results over a period of almost a decade.
View the portfolio's performance from 2014 to 2023 in your preferred currency. The portfolio was profitable in six out of nine years. Currency differences highlight how important it is to view performance in your home currency.
Historical performance is not an indicator of future results. Our methodology aims to maximize long-term performance by taking emotions and hype out of the equation. We believe that you should not constantly check your portfolio. Instead, you should focus on the long-term facts that the algorithm provides.
With the OMSP1, you can simply apply the same method that Dr. Stern used personally.
