MATRIX ASSET ADVISORS Overview

Matrix Asset Advisors Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 15 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 567MM in positions, representing 54% of the manager's regulatory AUM.

MATRIX ASSET ADVISORS StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MATRIX ASSET ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 4.34% Financials 29.32% 0.12% 0 35%
MSFT 3.78% Tech 8.31% 0.24% 0 36%
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FEATURED IN
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MATRIX ASSET ADVISORS Founders and Key Employees

Name Title In Position Since
David A. Katz President/Chief Investment Officer May-1990
Lon F. Birnholz Senior Managing Director/Chief Financial Officer September-2009
Steven Roukis Managing Director / Senior Portfolio Manager January-2005
Laurie S. Gaeta Managing Director/Director Of Operations/Chief Compliance Officer January-2010
Jordan F. Posner Managing Director / Senior Portfolio Manager February-2005
Steven Pisarkiewicz Senior Managing Director/Senior Portfolio Manager September-2009
Stephan J. Weinberger Managing Director/Senior Portfolio Manager April-2010

MATRIX ASSET ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

MATRIX ASSET ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ................................................................... 15

Methods of Analysis ............................................................................................................................... 15

Investment Strategies .............................................................................................................................. 16

Risk of Loss ............................................................................................................................................ 17

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MATRIX ASSET ADVISORS Portfolio Concentration

MATRIX ASSET ADVISORS Location

747 THIRD AVENUE, 31ST FL
NEW YORK, New York
UNITED STATES, 10017

MATRIX ASSET ADVISORS Contact Information

Phone Number: 212-486-2004
Fax Number: 212-486-1822
Website:

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