How Does Matco Invest?PHILOSOPHY FOUNDED UPON• Returns first, benchmarks second• Concentrated portfolios – 25 to 40 companies• Disciplined focus on Canadian equities in the energy, <strong>small</strong><strong>cap</strong> and large <strong>cap</strong> space• Delivering consistent, reliable returns while effectivelymanaging risk with lower volatilityPRIVATEWEALTHMANAGEMENT
How Does Matco Invest?INVESTMENT PROCESSInvestmentCommitteeChair: Bill K. DickieMeetings: MonthlyMembers: Jill Angevine, Jason Vincent, Jeff Parent, Peter Doig Baron Lee, Everett KnightMandate: Ensure Matco Financial has sound management process that is implemented andcommunicated consistentlyComplianceJill Angevine, Chief Compliance OfficerBill Dickie, UDPPRIVATEWEALTHMANAGEMENTAsset MixCommitteeChair: Jason N. Vincent Meetings: QuarterlyMembers: Bill Dickie, Jill Angevine, Jeff Parent•Research & Analysis: Yield Curve, Macro Economic , Relative Valuations, & Risk ManagementWorking GroupsFixed IncomeChair: Peter Doig Meetings: WeeklyMembers: Jason Vincent, Baron Lee, Bill K.Dickie•Proprietary Discussion: Fixed income buy(s) &sell(s), interest rate, duration & credit riskmanagement•Macro economic indicators, asset allocation,performance attribution, & risk managementBalancedChair: Jason Vincent Meetings: MonthlyMembers: Bill K. Dickie, Peter Doig, Jeff Parent•Proprietary Discussion: Manager review, AssetClass Targets, Performance Attribution, RiskManagement Controls, & Macro-economicanalysisCanadian EquityChair: Jill Angevine Meetings: DailyMembers: Bill Dickie, Jeff Parent, Baron Lee,Everett Knight•Proprietary Discussion: performance attribution,positives, challenges, company reports & news,buy(s) & sell(s), style, & risk management•Market Discussion: Economic news,contribution & style, top down sector reviewMatco Funds & PortfoliosCanadian BondPortfolioMatco GlobalEquity PortfolioMatco BalancedFundMatco CanadianEquity IncomeFundMatco Small CapFundMatco EnergyFund
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