Matrix Asset Advisors’ Q2 2025 Investor Letter

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 was up +6.20% for the year-to-date through June 30. Matrix’s equity portfolios performed well in both Q2 and for the year-to-date through June 30. The Matrix Dividend Income (MDI) portfolio delivered another strong quarter, while the Large Cap Value (LCV) portfolio, with more technology...