matco-small-cap-fund-presentation

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Why Invest in Small Caps?WHY WE LIKE SMALL CAP COMPANIES• Strong ROE companies• Higher EPS growth opportunities• Lack of coverage creates buying opportunitiesPRIVATEWEALTHMANAGEMENT
Matco Small Cap FundHOW DO WE COMPARE TO THE BENCHMARK?• The Matco Small Cap Fund gives investors exposure to higher ROEcompanies (more than 2x index) while taking on less riskPRIVATEWEALTHMANAGEMENTMatco SmallCap FundBMO Small CapIndexMarket Capitalization 1,320 1,109Beta 0.75 1.33Yield 2.12 2.09Reinvestment Rate 6.60 0.68Return on Equity 15.86 7.40Price to Earnings 20.51 39.89Quarterly Earnings Momentum 0.97 3.64As of June 30, 2014
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 and 14: How Does Matco Invest?OUR STYLEGARP
Page 15: How Does Matco Invest?CHARACTERISTI
Page 19: How Does Matco Invest?SELL DISCIPLI
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

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