Corporate Profile
Matrix Funds Management
The Matrix Funds family includes specialty mutual funds, as well as mainstream mutual funds. Our funds build on the 30 years of expertise and strong performance records of the company's founders.
Matrix Funds Management, manager of the Matrix Funds, is a division of GrowthWorks Capital Ltd., a subsidiary of Matrix Asset Management Inc (Matrix). Matrix provides diversified asset and wealth management for both individuals and institutional investors.
Our objectives are to deliver consistent, strong returns and to remain open and accessible to all our partners. With Matrix Funds, investors gain:
- Access to management teams with 20 to 30 years of consistent, strong rates of return. One of our sub-advisors is Seamark Asset Management, a pension fund manager, with one of the best investment management teams in the business.
- Access to our individual investment managers. Financial advisors can talk to fund investment managers to be confident they are making the best choices for their clients.
- Access to actively managed exchange traded fund (ETF) portfolios. Matrix International Income Balanced Fund and Matrix International Balanced Fund are advised by HAHN Investment Stewards. With the longest track record in the world in this sector, HAHN’s proven tactical asset allocation process and ETF selection expertise have consistently delivered better returns with less risk and are now available for the first time in a mutual fund.
- Access to specialty funds and advisors. Cassels Investment Management is the portfolio manager for the Matrix Tax Deferred Income Fund. Cassels specializes in the management of both taxable and non-taxable discretionary accounts for high net worth individuals and institutions.
- Access to a broad family of funds. Investors can easily fine-tune their portfolios by switching funds within the Matrix Mutual Funds family managed by Matrix Funds Management. The unique breadth of our assets and expertise maximizes investor flexibility. Investors can choose a precise set of funds to suit their individual investment objectives.