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Our commitment to managing money is underpinned by the Matco M-Factor process
The M-Factor is a dual-pronged analysis, encompassing qualitative and quantitative factors. By integrating these dimensions, we aim to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the long-term objectives of our clients.
What makes us different?
Direct Relationships with Portfolio Managers
Unlike many firms where clients interact primarily with intermediaries, our clients have the unique advantage of direct relationships with portfolio managers who are actively involved on the investment management team. An approach that fosters transparency, trust, and a deeper understanding of our clients' objectives.
Disciplined Experience and Active Management
Our proprietary investment process is disciplined and actively managed. We focus on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth. This approach facilitates investment decisions that are made with precision, leveraging thorough market analysis and strategic foresight.
Direct Portfolio Management vs. Multi-Manager Approach
We distinguish ourselves by adopting a direct management approach rather than relying on third-party sub-managers to oversee our funds. This deliberate choice is rooted in our commitment to providing our clients with a superior level of control, transparency, and accountability.
Investment Philosophy
Logic and methodology are inherently ingrained within the fabric of our investment philosophy. We are a conservative investment manager and utilize our four pillars to guide us as we focus on building and preserving capital for our clients:
