matco-small-cap-fund-presentation

Recommendations

Info

How Does Matco Invest?INVESTMENT LIFE CYCLEIdeaGeneration• Idea Generation• Bottom up companyanalysisC.P.M.S.Computerized PortfolioManagement ServicesBloombergSell SideResearchManagementInterviewsResearch &AnalyticsMatco KeyCharacteristics• Invest in companieswith superiorcharacteristicsCanadianEquities5 Fold InvestmentProcess• Identify companiesthat exhibit highquality investment<strong>fund</strong>amentalsPortfolioConstruction &AllocationCanadianEquities• Macro economics• Risk analysis –portfolio beta andcorrelations“No” – Sell stockMonitor PortfolioSell Discipline• Do the companiesexhibit theinvestment thesiswe bought in thefirst place?Allocation Discipline• Do our sectorweights fit with ouroverall theme?“No” - Review risk, sectorallocation and macroeconomic conditionsPRIVATEWEALTHMANAGEMENT
How Does Matco Invest?CHARACTERISTICS• We invest in companies with superior <strong>fund</strong>amentalcharacteristicsQualityReturn on Equity (%)Reinvestment Rate (%)Income Yield (%)Growth Bottom Line Growth (%)Value Price to EarningsRisk Beta - 5 Years vs. S&P/TSXPRIVATEWEALTHMANAGEMENT
Page 1 and 2: MATCO FINANCIALPRIVATEWEALTHMANAGEM
Page 3 and 4: Who is Matco Financial?MATCO FINANC
Page 5 and 6: Who is Matco Financial?STRONG ROOTS
Page 7 and 8: Who is Matco Financial?EXPERIENCED
Page 9 and 10: How Does Matco Invest?PHILOSOPHY•
Page 11 and 12: How Does Matco Invest?INVESTMENT PR
Page 13: How Does Matco Invest?OUR STYLEGARP
Page 19: How Does Matco Invest?SELL DISCIPLI
Page 22 and 23: Why Invest in Small Caps?WHY WE LIK
Page 24 and 25: Matco Small Cap FundHOW DO WE COMPA
Page 26 and 27: Matco Small Cap FundSTYLEWe are GAR
Page 28 and 29: Matco Small Cap Fund5 FOLD INVESTME
Page 30 and 31: Matco Small Cap FundCURRENT CHARACT
Page 32 and 33: Fund InformationFUNDMatco Balanced
Page 34: DisclaimerMATCO FINANCIAL is a priv

matco-small-cap-fund-presentation

Create successful ePaper yourself

Delete template?

Save as template?