Philosophy & Style

Matco’s investment philosophy is founded on a process-driven approach to managing money and we embrace the following attributes we believe are key to successful portfolio management:

• We don’t manage to benchmarks. Although benchmarks are important tools for analyzing investment success, we don’t explicitly manage to them. Instead, we place our primary focus on providing the best-possible risk-adjusted returns for our clients.
• We manage concentrated portfolios. Our portfolios generally hold between 30-35 companies. This means our clients are protected from over-diversification.
• We don’t experiment by investing outside our areas of expertise. We know Canadian securities and North American energy stocks, and investing in these asset classes is how we succeed.
• 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 after-tax returns to ensure you can meet your income objectives.