Matrix Advisors Value Fund
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Please download and read the Prospectus for the Matrix Advisors Value Fund prior to completing an account application.
Prospectus
The Matrix Advisors Value Fund seeks to achieve a total rate of return which is comprised of capital appreciation and current income.
Fund Performance
You can keep track of the Matrix Advisors Value Fund (MAVFX) Performance Record as well as any expense ratios.
About The MAVFX Fund
We invite you to learn more about the Matrix Advisors Value Fund which seeks to combine the rigor and discipline of classic value investing with the recognition that value potentially can be found in all sectors of the economy, including sectors not traditionally thought of as value-oriented.
Why The MAVFX Fund?
30+ years of continuity of leadership and philosophy at the Advisor. Portfolio team averages 20+ years at the firm. Principals have significant personal assets invested alongside clients.
Eight proprietary intrinsic value models used since the firm’s inception allow for identification of undervalued stocks in all industries in all market environments.
Research-based, high conviction approach leads to a portfolio of 30-40 names, providing for a favorable mix of performance potential and diversification.
Focus on better companies in better industries helps to avoid value traps.
Investment Philosophy
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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