Opportunistic Value Equity Strategy

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Overview: Matrix Opportunistic Value is a Large Cap 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 35 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

Strategy Fact Sheets

Large Cap Opportunistic Value Equity – Russell 1000
4th Quarter, 2016

Large Cap Opportunistic Value Equity – Russell 1000 Value
4th Quarter, 2016

ERISA Disclosure

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