matco-small-cap-fund-presentation

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Who is Matco Financial?MATCO FINANCIAL• Manages $400 million in assets, administers $1.6 billion• Partners invested alongside our clients• Matco abides by CFA Institute’s Asset Manager Code ofProfessional ConductPRIVATEWEALTHMANAGEMENT
Who is Matco Financial?STRONG ROOTS• Related to Matco Investments, a privately-held energy andreal estate investment firm• Matco Investments founder also involved in establishingsuccessful businesses such as Western Energy Services andCalfrac Well Services. An early investor in Ensign EnergyServices• Matco Investments co-owns several significant commercialreal estate properties in Calgary–For example, 8 th Avenue Place and HSBC BuildingPRIVATEWEALTHMANAGEMENT
Page 1 and 2: MATCO FINANCIALPRIVATEWEALTHMANAGEM
Page 3: Who is Matco Financial?MATCO FINANC
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 32 and 33: Fund InformationFUNDMatco Balanced
Page 34: DisclaimerMATCO FINANCIAL is a priv

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