Our Team – Bios
DAVID A. KATZ, CFA, President, CIO
Mr. Katz is the Portfolio Manager of the Matrix Asset Advisors Value Fund. Mr. Katz has held this title since the inception of the Fund- July 1, 1996. Mr. Katz is also the President and Chief Investment Officer of Matrix Asset Advisors and has overall responsibility for the Firm’s investment efforts.
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10 Bank Street, Suite 590
White Plains, New York 10606
Matrix Advisors Value Fund is distributed by Quasar Distributors, LLC. Mutual Fund investing involves risk. Principal loss is possible. The stock of value companies can continue to be undervalued for long periods of time and not realize its expected value. The value of the Fund may decrease in response to the activities and financial prospects of an individual company. Diversification does not assure a profit or protect against a loss in a declining market. Matrix Advisors Value Fund is available to U.S. investors only. Shares of the Fund are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website should not be considered a solicitation to buy or an offer to sell shares of Matrix Advisors Value Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction. Click here to review the prospectus.