01 / EVIDENCE
Start with the facts
PUBLIC FILINGS & DATAUse company disclosures, cash-flow statements, financial history and credible economic data as the basis for analysis.
PRINCIPAL · INVESTMENT STRATEGY
EDUCATION
Boise State University
College of Business and Economics
PROFESSIONAL CREDENTIALS
FSA · CPA
INVESTMENT PHILOSOPHY
Disciplined capital allocation.
Independent judgment.
Matt Z. focuses on public-market investing, portfolio construction and capital allocation. His investment experience spans equities, ETFs and fixed-income securities.
His approach emphasizes fundamental analysis, valuation discipline, risk awareness and long-term capital preservation.
论成败 人生豪迈 大不了 从头再来
RESEARCH / METHODOLOGY
Independent minds.
Evidence-led work.
We value primary sources, transparent assumptions and independent judgment. Our research process is organized around three complementary disciplines.
02 / REASONING
Test the thesis
VALUATION & SCENARIOSSeparate assumptions from evidence, assess alternative outcomes and challenge consensus narratives.
03 / RISK
Respect uncertainty
CAPITAL PRESERVATIONEvaluate downside scenarios, liquidity, concentration and the durability of future cash flows.
These three disciplines describe OV’s approach to research and are not separate personnel or business units.