About the Zermatt Bern Investment Club

The Zermatt Bern Investment Club is a student-led organization dedicated to long-term wealth creation and fiscal excellence. We manage a diversified portfolio that strategically integrates private mortgages with blue-chip equities across core sectors, including Technology, Pharmaceuticals, Healthcare, Energy, Financial Services, and Industrials. Our investment philosophy is rooted in stability, utilizing the S&P 500 as our primary performance benchmark.

The Club is managed by a team of ambitious students from prestigious institutions such as McGill University, the University of Alabama, and the Ivey Business School. Founded by Eric Newman, the Club reflects a commitment to sophisticated financial management. Despite being only 15 years old and a high school sophomore, Eric has demonstrated an entrepreneurial spirit from a young age, bridging the gap between youthful innovation and institutional-grade discipline.