Matterhorn Investment Management

Investment decisions are led by CIO Matthew Green alongside CEO Jeremy Grube, both co-founders who previously managed Marshall Wace's long/short equity funds. The firm operates with a compact investment committee of original team members, maintaining continuity since the 2008 spinout.

Matterhorn was formed in 2008 when Jeremy Grube led a team of five portfolio managers out of Marshall Wace Asset Management. The team had previously managed Marshall Wace's flagship long/short equity funds. There is no ongoing ownership or strategic relationship between the two firms.

The firm runs a fundamental long/short equity strategy with a global mandate, covering enterprise software, media, consumer, and financial services sectors. It does not use quantitative overlays as a primary driver, instead relying on bottom-up stock selection across developed and emerging markets. The strategy is benchmark-agnostic and concentrated.

As a public-markets equity manager, Matterhorn primarily invests in listed equities across market capitalizations — from large-cap to small-cap — depending on where the team identifies mispriced growth or structural change. The firm does not target specific investment stages in the venture capital or private equity sense.

Matterhorn has not publicly stated sector exclusions, though its disclosed coverage is concentrated in enterprise software, media, consumer, and financial services. Sectors such as commodities, real estate, or heavily regulated industries like defense tend to fall outside its research-intensive technology and consumer focus.

Matterhorn is structured as a public-markets equity manager. There is no public record of the firm operating private placement or pre-IPO investment strategies. The vehicle is a pooled long/short fund investing primarily in listed securities.

The firm relies on bottom-up fundamental research conducted by its London-based investment team. Given the continuity of the team since their Marshall Wace tenure, the research process and sourcing networks are long-established. Matterhorn does not publicly market a proprietary data or technology sourcing advantage.