matco-small-cap-fund-presentation

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Fund InformationFUNDMatco Balanced FundMatco Canadian EquityIncome FundMatco Small Cap FundMatco Energy FundFUND CODESeries A – MAT100Series F – MAT101Series O – MAT102Series A – MAT300Series F – MAT301Series O – MAT302Series A – MAT400Series F – MAT401Series O – MAT402Series A – MAT200Series F – MAT201Series O – MAT202PRIVATEWEALTHMANAGEMENT
ContactsPhone NumberEmail AddressBill Dickie, CFAChief Investment Officer 403.539.5741 bdickie@matcofinancial.caJill Angevine, CA, CFAVice President, Portfolio Manager 403.539.5085 jangevine@matcofinancial.caPeter Doig, CFA, MBAAnalyst 403.718.2130 pdoig@matcofinancial.caBaron LeeAnalyst 403.718.2129 blee@matcofinancial.caEverett KnightAnalyst 403.718.7797 eknight@matcofinancial.caPRIVATEWEALTHMANAGEMENT
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 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 34: DisclaimerMATCO FINANCIAL is a priv

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