Large Cap Value

Large Cap Value Equity Strategy

Overview: Matrix Large Cap Value is an equity strategy invested in common stocks and ADRs only

Performance Objective: Outperform the benchmark by 2-3% per year over a full market cycle, with strong relative performance in up markets

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 30 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

Get In Touch Today

10 Bank Street Suite 590

 White Plains, New York 10606

800-366-6223
212-486-2004

email@emailaddress.com

Getting Started

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.