LongABTJun 2026
Abbott Laboratories
Matrix initiated a partial position in Abbott after a sharp pullback from its 52-week high. The fund likes Abbott's diversified healthcare businesses, recurring revenues, strong…
Matrix Dividend Income Strategy
Dividend-focused U.S. equity using bottom-up stock selection to generate current and growing income, downside protection and capital appreciation.$1.4B AUM2 published ideas
Matrix Asset Advisors manages the Dividend Income strategy as a dividend-focused U.S. equity portfolio. The strategy emphasizes financially strong companies with sustainable cash flow, dividend growth and attractive valuations, with the stated goals of income generation, downside protection and long-term capital appreciation.
Ideas from Matrix Dividend Income Strategy
LongMCDJun 2026
McDonald's Corporation
Matrix initiated a partial position in McDonald's near its 52-week low after concerns about traffic, inflation and price competition pressured the shares. The fund views the…
Letters covered
- Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.