Who We Are

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  • Value-driven asset management is our only business
  • Founded in 1986 by our CIO, David A. Katz, CFA
  • Our Investment Philosophy and Process have been consistent since our founding
  • Cohesive team of key investment professionals for the past 17 years
  • Our size allows us to be both opportunistic and responsive
  • Matrix is 100% employee-owned with significant investments alongside our clients

 

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