Dividend Income

Dividend Income Equity Strategy

Overview: Matrix Dividend Income is a Large Cap equity strategy investing in common stocks and ADRs only. 

Investment Objective: Deliver higher current income with lower portfolio volatility than the S&P 500 Index. Relative to the S&P 500 Index, we strive to deliver modest capital appreciation and moderate downside protection.

Research Process: Both quantitative and qualitative research are employed by a team of 4 analysts to assess the stability and growth potential of a company’s dividend-paying capability as well as the current stock price valuation.

Buy Discipline: Identify mature, successful companies with strong financial characteristics, selling at attractive valuations relative to each company’s intrinsic value. Each stock must have a current yield in excess of 1.3x the S&P 500 Dividend Yield at the time of purchase.

Sell Discipline: Stocks are candidates for sale under one or more of the following conditions: the dividend is cut or reduced below that of the S&P 500 Yield; the outlook for future dividend growth deteriorates; the balance sheet materially weakens; the stock price rises above its intrinsic value price.

Risk Management: Monitor and assess the contribution to total portfolio risk relative to the goals of high current income, modest capital appreciation and moderate downside protection. Risk is evaluated at 4 levels – security, industry, sector and portfolio.

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10 Bank Street Suite 590

 White Plains, New York 10606



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