Matco Financial offers the investment solutions that fit your needs.

Every Matco client enjoys the same asset management expertise across all of our Investment Strategies.

Regardless of what your financial profile or goals are today, or what you want them to look like in years to come, you will receive the same quality of service and superior investment management. The Matco Private Investment Counselling Program has been designed to meet the wide-ranging needs of our Private Clients.

Investment Strategies

Matco leverages our experts’ combined knowledge about Canadian Fixed Income, Canadian equities, and the energy sector to offer six core investment strategies that are built to deliver consistent and solid risk-adjusted returns. These mandates act as the foundation of our clients’ customized investment portfolios.

 

Canadian Bonds Benefits  
Actively managed mid-term bond ladder portfolio Preservation of capital
Focused portfolio (20-30 holdings) Consistent income
Bottom up fundamental corporates value-add Adds diversification benefits
Floating rate bonds used in rising rate environment Less interest rate
No junk or high yield debt permissible Avoid junk debt default risk altogether
  Protection from rising rates

 

Balanced Benefits  
Actively managed strategic asset allocation process: Quarterly income distributions
50% Fixed Income / 50% Equities  
Diversification: Preservation of capital
Multi-Asset Class, Geographic, Sector, Currency  
Lower risk Canadian Fixed Income Multi-asset class & global diversification
Canadian, US, & International GARP equity style Strong risk-adjusted returns
  Lower volatility
  Lower risk growth & inflation protection

 

Canadian Equity Benefits  
Actively managed mid-large cap strategy Consistent income generation through
  tax efficient dividends
Equity GARP style: Growth at a Reasonable Price Strong risk-adjusted returns
Focused portfolio (30-40 holdings) Lower risk and volatility
Lower turnover More tax efficient
Long Term Capital Appreciation  

 

Global Equity Benefits  
Actively managed large to mega cap strategy Consistent income generation through
  tax efficient dividends
Equity GARP style: Growth at a Reasonable Price Strong risk-adjusted returns
Focused portfolio (20-30 holdings) Lower risk and volatility
Global currency and geographic diversification USD exposure adds downside protection
Lower turnover  

 

Small Cap Benefits  
Actively managed small to mid-cap strategy Strong risk-adjusted returns
Equity GARP style: Growth at a Reasonable Price Exposure to unique high growth companies
Focused portfolio (30-40 holdings) Complement to core large cap portfolios
Long Term Capital Appreciation Diversification across all sectors