Matt Peterson on His Investment Approach and Proprietary AI Research Platform

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Dec 22, 2025

Matthew Peterson, Managing Partner of Peterson Capital Management, dives into his value-driven investment philosophy and the innovative Veritas Alpha AI research platform. He discusses his use of cash-secured puts to acquire stocks at lower prices and the complexities of options strategies, including risk management during market downturns. Matthew sheds light on his disciplined mindset in investing, the mechanics behind report generation in Veritas Alpha, and the integration of AI technology to streamline research. Tune in for insights that blend traditional investing with cutting-edge technology!

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ADVICE

Buy Stocks By Selling Cash‑Secured Puts

Use cash-secured puts to buy preferred stocks at lower net prices and collect premiums upfront.
Combine that with concentrated, long-term holdings to enhance IRR and reduce purchase cost over time.

ANECDOTE

Holdings Include Private And Spun‑Out Vehicles

Peterson Investment Fund owns stakes in entities beyond public equities, including Talus and Dondo Holdings.
These private and spun‑out vehicles form part of the firm's ‘infinite compounder’ holdings.

INSIGHT

Options Change The Risk‑Reward Buckets

Selling puts creates four outcome buckets that change risk/reward compared with outright buying.
The approach improves downside protection and can materially boost long-term returns if the thesis holds.

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In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform.

Matt's investment approach combines a value-oriented, research-intensive process with sophisticated options strategies to generate superior risk-adjusted returns.

Veritas Alpha is a AI equity research platform for family offices, endowments, and serious investors.

Enjoy the conversation!

The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.

About the Guest:

Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. Peterson Investment Fund I was established in 2011 as a capital allocation vehicle with a mission to build enormous wealth for long-term partners.

Matthew has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.

Prior to forming Peterson Capital Management, LLC and launching Peterson Investment Fund I, LP, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants. Matthew worked as a member of both the US and UK offices, with expertise spanning risk management and derivative processing. During his tenure with Diamond, Matthew worked with top-tier investment banks, global payments firms, and international insurance companies to deliver high impact solutions to his clients’ most challenging business problems.

In 2010, Diamond was purchased by PwC and became Diamond Advisory Services.

Before Diamond, Matthew worked with Merrill Lynch and founded M. Peterson Financial Services, a financial planning firm that offered client planning services to American Express Financial Advisors.

Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States. Matthew resides in Austin, Texas, with his wife, Gamze, and their two children, Isabel and Adrian.

About the Co-Hosts:

Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club’s prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.