LongABTJun 2026
Abbott Laboratories
Matrix initiated a new partial position in Abbott, a diversified healthcare company spanning medical devices, diagnostics, nutrition, and established pharmaceuticals. The firm…
Matrix Asset Advisors, Inc.
Value-oriented equity management using disciplined intrinsic-value analysis, including large-cap value and dividend-income portfolios.$1.4B AUM4 published ideas
Matrix Asset Advisors, Inc. is an SEC-registered investment adviser with a long-standing value-investing discipline influenced by Graham and Dodd. Its process seeks financially strong businesses trading below estimated intrinsic value, while its dividend strategy adds an emphasis on durable income, balance-sheet strength, and capital appreciation.
Ideas from Matrix Asset Advisors, Inc.
LongMCDJun 2026
McDonald's Corporation
Matrix initiated a new partial position in McDonald’s after the shares traded near a 52-week low. The franchise model is central to the thesis because roughly 95% of restaurants…
LongABTJun 2026
Abbott Laboratories
Matrix initiated a new partial position in Abbott, a diversified healthcare company spanning medical devices, diagnostics, nutrition, and established pharmaceuticals. The firm…
LongMCDJun 2026
McDonald's Corporation
Matrix initiated a new partial position in McDonald’s after the shares traded near a 52-week low. The franchise model is central to the thesis because roughly 95% of restaurants…
Letters covered
- Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026June 30, 2026
- Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.