MATCO

Investment Approach

Investment Approach

When it comes to our investment approach, risk management is paramount. This ultimately means that preservation of capital is central to what we do, protecting assets while implementing our investment process in order to add value using a measured and rigorous investment process.

We don’t manage to benchmarks: Although benchmarks are important measurement tools for analyzing investment success, we do not explicitly manage to them. Instead we place our primary focus on providing the best possible risk-adjusted returns for our clients.

We believe in buying businesses, not stocks: We thoroughly analyze each holding and commit to the buy thesis before it becomes a component of our portfolios.

We manage concentrated portfolios: Our portfolios generally hold between 30-40 companies. This means our clients are protected from over-diversification.

We remain focused and committed to our areas of expertise: We invest in our areas of expertise; we are not experimenting.


Philosophy

Our investment philosophy leads to robust and resilient long-term investment returns.

We believe in active management: We focus on return first and benchmarks second

We believe in strategy before tactics: We invest for the long-term, but look for tactical opportunities across asset classes

We believe in bottom-up investing: We invest in companies with strong management teams and consistent execution

Matco’s investment philosophy is founded on a process-driven approach to managing money that incorporates both quantitative and qualitative analysis. It is our longstanding experience that interpreting fundamental data provides clients with more consistent and reliable returns while avoiding unnecessary risk.

Matco’s underlying investment style is defined as lower volatility, lower turnover, income and growth at a reasonable price.

We don’t only think in terms of total return: Although total returns are important to measuring the growth of a portfolio, we also focus on our clients’ after-tax returns, to ensure they can meet their investment objectives.


Style

We employ a Growth at a Reasonable Price (GARP) investment style with the goal of providing both growth and income while paying a reasonable value for the companies we invest in.


Matco Strategies

Strategy Description
Balanced
  • Diversified investment portfolio of bonds and equities
Fixed Income
  • Universe bonds, investment grade
  • Specialized Condo Reserve Fund Mandate
Canadian Equity
  • Core income and growth at the right price
Canadian Small Cap
  • Core growth at the right price
Global
  • Sub-advised

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