Focused Global Value

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Global Value Investing
Research and Updates

MAP Views

MAP Webinar: Quarterly Webinar - Q4 2021
December 2, 2021

Watch MAP President and CIO Michael Dzialo discuss how we view the economy, our outlook on inflation, and other secular trends impacting the market.

Navigating a World Drowning in Debt
November 12, 2021

Over the many years we have worked together, the investment team of Managed Asset Portfolios has developed some unique tools that help us parse out what is most relevant in our infinitely complex global economy. When we identify a theme that is persistent, pervasive, and thoroughly supported by evidence, we refer to it as a “thematic filter.”

MAP Views Fourth Quarter 2021
October 13, 2021

This edition of MAP Views provides a synopsis of market highlights during the third quarter. It also discusses what the investment team believes will be, potential opportunities, and risks for the markets for the foreseeable future.

Headlines from Across the MAP
December 2, 2021

Americans are hoarding cash because of fatigue and uncertainty, with little chance the trend will reverse soon. Over the past two years, households have socked away close to $1.6 trillion in “excess savings,” or resources they otherwise wouldn’t have been able to save before the Covid-19 crisis, according to the Federal Reserve Bank of New York. The funds are well beyond the three to six months of emergency savings generally recommended by financial advisers.

Differentiated
Managed Asset Portfolios invests globally and selects only its very best ideas, resulting in portfolios with high active share.
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Downside Conscious
Following the wisdom of Graham and Dodd, we invest where we believe there is a margin of safety. MAP takes into account economic, market, and idiosyncratic risk when selecting investments for its portfolio.
Long-Term Oriented
We understand that stocks are partial ownership of a business. We invest only in businesses which we would want to hold long term - selling only when we believe the price is right.
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