After a strong first quarter, equity market returns were more mixed in the past 3 months. Growth strategies have significantly outperformed Value and Dividend strategies YTD and mega-cap stocks ...

Matrix Asset Advisors, an asset management company, released its Q1 2025 investor letter. After two years of gains exceeding 20%, the stock market rally ended in February when the president ...

Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The stock market continued its recovery from the April lows, ...

Matrix Asset Advisors slammed Paramount Global on Monday after it announced CEO Bob Bakish would depart the company amidst ongoing merger talks with David Ellison’s Skydance Media. The firm, which ...

Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The stock market continued its recovery from the April lows, ...

Skydance CEO David Ellison, Apollo CEO Marc Rowan and Paramount Global Non-Executive Chair Shari Redstone (Chris Smith/TheWrap) Matrix Asset Advisors, which has previously slammed Skydance’s bid to ...

New York-based Matrix Asset Advisors bought 46,101 shares of Generac last quarter, an estimated $7.44 million trade based on average pricing. The quarter-end value of the position rose by $4.21 ...

Matrix Asset Advisors is a registered investment advisor. The firm is 100% owned by its employees. Matrix is led by David A. Katz, CFA, a co-founder of Matrix, who created the firm’s investment ...

Matrix Asset Advisors, an asset management company, released its Q2 2025 investor letter. The stock market rallied +10.94% in Q2 after falling -4.27% in the first quarter of 2025. Moreover, the market ...