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Matco Asset Management

2024 Annual Outlook

Providing you insights for the year ahead.
View Outlook
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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?

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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.
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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.
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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:
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Matco Mutual Funds

Our active mutual funds are built for everyday investors, advisors, and institutions looking for stability and long-term capital appreciation.
Learn more about Matco Mutual Funds

Matco Canadian Equity Income Fund

Matco Opportunities Fund

Matco Global Equity Fund

Matco Balanced Fund

Matco Diversified Income Fund

Meet our Asset Management Team

Our active mutual funds are built for everyday investors, advisors, and institutions looking for stability and long-term capital appreciation.
Trevor Galon, CFA
Chief Investment Officer
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Anil Tahiliani, CFA
Senior Portfolio Manager
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James Cook, CFA
Portfolio Manager
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