Investment Process

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Investment Process

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The Fund Investment Philosophy and Process

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The Fund seeks to employ a highly disciplined Value-oriented philosophy rooted in the precepts of Graham and Dodd. We believe that Value can be found across the spectrum of the economy, so we will “go anywhere for value.”

The Fund is actively managed according to a Large Cap Value discipline which seeks to identify strong businesses trading at compelling prices, rather than just finding the statistically cheapest stocks. Our process involves rigorous quantitative screening and then arduous qualitative research.

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The Matrix Advisors Value Fund (the “Fund”) seeks to achieve a total rate of return which is comprised of capital appreciation and current income.

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Get In Touch Today

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10 Bank Street, Suite 590

White Plains, New York 10606

800-366-6223

MATRIX@MATRIXASSETADVISORS.COM

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Getting Started

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Quasar Distributors, LLC is not affiliated and does not distribute other products offered by Matrix Asset Advisors.

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