The Intrinsic Value Podcast - The Investor’s Podcast Network

MI308: The Options Advantage For Value Investors w/ Matthew Peterson

Nov 28, 2023

Matthew Peterson, a fund manager in the investment industry, discusses the powerful effects of using post mortems, the benefits of a concentrated portfolio, how to own shares at below-market prices with options, insights into his structured dividend capture system, updates on a recently exited business, and more.

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ANECDOTE

Modest Fund Launch Story

Matthew Peterson started his fund with $100,000 of his own money and $25,000 from a friend.
He launched the fund 12 years ago with limited assets and strict frugality, growing it gradually over time.

ADVICE

Fund Structure and Fees Advice

Choose pooled asset vehicles to build a consistent, trackable fund with long-term growth.
Set a fee structure with low or no management fees plus performance fees above a hurdle to align incentives.

ADVICE

Value of Public Post Mortems

Write post mortems publicly to learn from mistakes and successes and improve investment decisions.
Post mortems sharpen caution and build better habits by reflecting on what went wrong or right.

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