Matrix Asset Advisors’ Q3 2025 Investor Letter

Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. The stock market continued its recovery from the April lows, gaining +8.12% in the third quarter and +14.83% YTD. The Matrix Large Cap Value strategy delivered a strong performance in the third quarter, which modestly outperformed the S&P 500® gain and was significantly ahead of the Russell 1000 Value® Index. Following a strong first half of the year, the Matrix Dividend Income (MDI) portfolio delivered another strong quarter. While this quarter’s performance lagged behind the Russell 1000 Value® Index and the S&P 500 over the past three months, the results for the nine months ending September 30 were robust, showing gains in the low teens. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Matrix Asset Advisors’ Q3 2025 investor letter can be downloaded here.