Focused Global Value

Differentiated portfolios built for the long-term with conviction and a commitment to value.
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Global Value Investing
Research and Updates

MAP Views

MAP Webinar: Quarterly Webinar - Q3 2021
July 15, 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.

MAP Views Third Quarter 2021
July 6, 2021

Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June.

About that Inflation...
June 4, 2021

As the world continued to grapple with the coronavirus, the United States attempted to thread the economic needle. Record-breaking fiscal stimulus was passed in record time. Thankfully, the U.S. has been able to avoid the most negative potential economic outcomes.

Headlines from Across the MAP
July 22, 2021

The entire auto industry has been hobbled for months by the worldwide shortage of semiconductor chips, which has prevented manufacturers from producing enough vehicles to meet the demand from Americans eager to spend their pandemic savings and stimulus checks. As a result, many dealerships are practically barren of inventory, and new rides are fetching record prices.

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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