MTM Capital's objective is simply to deliver superior returns


Our investment process is simple, disciplined and run daily for all companies in our investment universe including our open positions. This investment process is used across all strategies with only the dividend yield requirement being altered to fit the markets they invest in.

All numbers quoted below as an example are for the MTM Disciplinαm Asia Fund
  • All stocks listed in the geographic region for each strategy are checked to see if they meet our minimum requirements for liquidity, in terms of average daily value traded, and the number of analysts actively covering that company. 
  • Data is imported to use within our unique valuation formula and for other elements within our investment process for the names that have made it though to here.
Takes the number of stocks from 22,000 to approximately 1,500
  • Any stocks that meet the requirements above are then run through our unique valuation formula. This gives us both a valuation for each company and a price target. We require a minimum of 20% upside for an investment to make it through this stage of our process.
Takes the number of stocks from 1,500 to approximately 420
  • The remaining stocks are checked to see if they meet our minimum DIVIDEND YIELD requirements
Takes the number of stocks from 420 to approximately 150
  • The remaining stocks are checked to see if they meet our minimum EARNINGS GROWTH requirements
Takes the number of stocks from 150 to approximately 29
  • Our 'reverse active management' takes place to double check data quality for stocks that have made it through to this stage as well a check to see if there is a glaringly obvious reason to not initiate the investment idea.
  • Checks are made to see if any positions that are currently open have not made it through the investment process.  Any positions that have not are checked to see why and if need be they are closed out.
  • Any stocks that have made it through to here will be initiated providing that do not cause the fund to breech any of its strict exposure  or concentration risk controls.
  • Any open positions that have triggered either their absolute stop loss or high watermark stop loss are closed out.
  • New positions are initiated at 3.50% weighting and any open positions that no longer make it through the investment process are closed out.
  • Price targets and both of our stop loss triggers are updated for all open positions
Takes the number of stocks from 29 to approximately 24