Institutional
Disciplined investment management for organizations
A focused suite of Canadian and global equity strategies, built on a repeatable process and a commitment to act in clients' best interests. Available to foundations, endowments, trusts, corporations, and non-profit organizations.
Who we work with
Organizations that take stewardship seriously
Foundations
Charitable foundations seeking long-term capital growth alongside grant-making obligations.
Endowments
University and institutional endowments balancing capital preservation with spending policy commitments.
Non-profits
Organizational reserves and operating funds that need disciplined management to sustain mission delivery.
Corporations & trusts
Corporate treasury, surplus capital, and trust assets requiring professional investment oversight.
Our approach
A process designed for board oversight
We apply the same GARP investment philosophy across all institutional mandates. Growth at a reasonable price, focused on quality businesses with strong fundamentals, bought at valuations we believe are reasonable. The process is documented, repeatable, and built for oversight.
01
Investment policy alignment
We work within your existing IPS or help you develop one. Investment decisions are guided by your stated objectives, risk tolerance, and liquidity requirements.
02
Clients best interests
We act in our clients' best interests. Where proprietary Matco funds are used, we assess suitability and disclose applicable fees and conflicts. Our funds are managed according to documented investment strategies.
03
Transparent reporting
Quarterly reporting and regular communication with your board or investment committee.
04
Direct access to the team
Your investment committee can speak directly with the portfolio managers who make the decisions.
What you get
Quality management, boutique-level service
We combine a documented investment process with direct access to decision-makers.
Dedicated portfolio management team
Quarterly reporting and annual board or investment committee presentations
Support for spending policy analysis and liquidity considerations
Access to in-house equity, balanced, and fixed income strategies
Our portfolio managers act in our clients' best interests
Investment team
Your committee has access to members of the team managing the money
Let's discuss your organization's investment needs
We'll review your investment policy, spending requirements, and objectives. We'll tell you honestly whether we're the right fit.