matco-small-cap-fund-presentation

Recommendations

Info

Who is Matco Financial?MATCO STRATEGIESSTRATEGYDESCRIPTIONBalancedBonds and equitiesBondsShorter duration, investment grade bondsCanadian Equity Income Core income and growth at the right priceCanadian Small Cap Core growth at the right priceEnergyNorth American, pure oil and gas companiesGlobalSub-advisedPRIVATEWEALTHMANAGEMENT
How Does Matco Invest?PHILOSOPHY• We believe in active management – We have consistentlyoutperformed our benchmark• We believe in bottom-up investing – We invest inundervalued, mispriced companies• We believe in strategy before tactics – We invest for the longterm,but tactically exploit short-term inefficiencies• We believe in <strong>fund</strong>amental analysis – Rigorous <strong>fund</strong>amentalresearch incorporating macro-economic and bottom-upanalysis• We believe in investing in management teams and businessplans – We regularly meet with management teamsPRIVATEWEALTHMANAGEMENT
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: Who is Matco Financial?EXPERIENCED
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

matco-small-cap-fund-presentation

Create successful ePaper yourself

Delete template?

Save as template?