Matrix Advisors Value Fund(1)
Better Returns from Better Businesses
Matrix Advisors Value Fund
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Jan 05, 2007
Using the principles of value investing, the Matrix Advisors Value Fund aims at identifying better businesses in better industries across the entire economic spectrum, and at buying them below their intrinsic value. Investing in both dividend and non-dividend paying companies that are financially strong and meet specific valuation criteria, the portfolio manager David Katz seeks a total rate of return comprised of capital appreciation and current income.