Focused Global Value

Differentiated portfolios built for the long-term with conviction and a commitment to value.
Customer service that goes above and beyond for you.
Global Value Investing
Research and Updates

MAP Views

Why Global
September 14, 2021

As investors, we know the world is more interconnected than ever before. Social media allows us to connect with people from all over the globe: Zoom enables seamless video communication anywhere there is a data connection: Apple and Google have created platforms that put endless amounts of information at our fingertips. However, even with this connectivity, many investors stay rooted in their home country's stock investments.

MAP Explanatory Video: China Private Education Reform
July 29, 2021

Watch as MAP explains what happened over the weekend with China's reforms in its Private Education industry and the implications going forward.

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.

Headlines from Across the MAP
September 16, 2021

For decades, Americans have enjoyed falling prices for cars, electronics and furniture. Until the Covid-19 pandemic, that is. For the past year, prices for durable goods have been rising—and not just by a little. Whether those prices come back down is a key part of the puzzle facing the Federal Reserve as it plots how to handle an unexpectedly strong burst of inflation.

Differentiated
Managed Asset Portfolios invests globally and selects only its very best ideas, resulting in portfolios with high active share.
Image of a group of circles. One of which is different.
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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