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Buying Amidst The Ruin

Traders Magazine, February 2002

Kathryn M. Welling

David Katz, the founder and CIO of Manhattan-based Matrix Asset Management, is a confident guy. Not cocky and obnoxious, but confident. His is the kind of confidence that allowed him to stick with his firm's value discipline even at the height of the dot.com mania, and then to dabble, quite profitably, in tech detrius after the herd declared it toxic waste. Yet when I spoke with Dave in early January, he was uncharacteristically tentative; just couldn't summon much enthusiasm for anything in his portfolios. But what a difference a few weeks, a few scandals, and market retreat made. When we spoke again late last week, Dave was brimming with ideas and eager to share. -KMW

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