Matco is excited to announce that as of the 1 Year ending June 29, 2018, the Matco Small Cap Fund (Series F) was ranked number 1 in the Canadian Small/Mid Cap Equity category for Trailing Total Returns according to Morningstar Research Inc. Over that period the Matco Small Cap Fund (Series F) was up 14.70% compared to its category average peers at 4.45%.

“We like the Small Cap space because smaller companies have the ability to grow faster than large companies. It’s really simple what we do at Matco, we invest in businesses that are profitably growing and can pay out dividends to their shareholders – it just takes time to find them”

Everett Knight, CFA
Matco Small Cap Portfolio Manager


© 2018 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Performance is based on Total Return and changes on a daily basis. 171 category peers as at June 29, 2018.


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