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 06/30/17. The fund's latest filing disclosed 584MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 584MM in positions, representing 56% of the manager's regulatory AUM.
MATRIX ASSET ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MATRIX ASSET ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 4.96% | Financials | 4.32% | 0.02% | 0 | 31% | ||
| WFC | 4.51% | Financials | -1.38% | -0.23% | 0 | 23% | ||
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FEATURED IN
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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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
NEW YORK, New York
UNITED STATES, 10017
MATRIX ASSET ADVISORS Contact Information
Phone Number: 212-486-2004
Fax Number: 212-486-1822
Website: http://www.matrixassetadvisors.com
Fax Number: 212-486-1822
Website: http://www.matrixassetadvisors.com
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