Overview: A Large Cap equity strategy invested in common stocks and ADRs only
Performance Objective: The Matrix Advisors Value Fund seeks to achieve a total rate of return which is comprised of capital appreciation and current income
Research Process: Both quantitative and qualitative research are employed by a team of 4 analysts to assess the attractiveness of stock opportunities
Buy Discipline: Identify 35 to 40 Best Ideas based on attractive valuations, quality of their balance sheets, and the diversification contribution to the final portfolio
Sell Discipline: Sell stocks when stock prices are at or near their intrinsic values, the financial strength or long-term fundamentals deteriorate, or better stock ideas arise
Risk Management: Monitor and assess the contribution to total portfolio risk relative to the benchmark at 4 levels – security, industry, sector and portfolio