MATCO

Fund Profiles

Each Matco mutual fund is managed by our in-house team of experienced investment professionals through a repeatable, disciplined process which includes top down macroeconomic analysis and bottom-up security selection.

The matco canadian equity fund

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The matco balanced fund

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The matco small cap fund

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THE CANADIAN EQUITY FUND

The Matco Canadian Equity Fund follows a quantitative investment process focused on fundamentals that will provide longterm capital appreciation and reliable dividend income. The capital appreciation component is achieved through bottom up fundamental analysis that leads to investments in companies with superior fundamentals. The dividend income component is achieved through investments in companies that pay a dividend and companies that grow their dividend. The Funds’ investment style, income and growth at the right price, provides investors with strong downside protection in down markets.

INVESTMENT OBJECTIVE

Invests primarily in larger market capitalization companies with superior fundamentals and strong management teams focused on delivering sustainable long-term earnings growth and dividend growth.

INVESTMENT STYLE

Income and growth at the right price.

THE BALANCED FUND

The Matco Balanced Fund’s investment objective is to first protect then grow capital through a portfolio of securities diversified across investment styles, market capitalizations, geographic regions and sectors. The Fund utilizes a top-down approach for asset allocation and a bottom up approach for security selection with the ultimate goal of providing the greatest risk adjusted return. Stability, resilience and growth are ultimately achieved through a consistent portfolio construction process.

INVESTMENT OBJECTIVE

First protect then grow capital
Generate greatest risk adjusted return

INVESTMENT STYLE

Balanced

THE SMALL CAP FUND

The Matco Small Cap Fund’s investment mandate is to achieve a balance between current income and long term capital appreciation. Matco’s core philosophy of focusing on income producing securities and lower volatility is fundamental to our investment approach. This is achieved through a diversified portfolio of small and medium sized companies in various industries. We look for companies that have proven business models, strong management teams, a sustainable dividend and attractive balanced sheets. We look for companies that have a reasonable growth profile while maintaining a stable core business that can support a dividend. It is from this philosophy that we are considered a growth at a reasonable price (GARP) manager.

INVESTMENT OBJECTIVE

To focus on long-term capital appreciation through investments in small to mid-cap Canadian companies that have strong balance sheets, are attractively priced, and reinvest excess earnings back into the company.

INVESTMENT STYLE

Maximize Return, Minimize Volatility

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