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

Is the Market Underestimating Long-Term Inflation Risk?
May 27, 2020

Examining the deflationary and inflationary pressures the economy faces in the immediate and long term aftermath of COVID-19.

The Outsized Risk of Investing in China
May 7, 2020

As the world deals with the fallout from COVID-19, we reexamine our stance on investing in Chinese companies.

MAP Views: Second Quarter 2020
April 6, 2020

We are hopeful there will be a reprieve from the virus in the coming months but will be on the lookout for a resurgence in the fall (along with the traditional cold and flu season).

Differentiated
Managed Asset Portfolios invests globally and selects only its very best ideas, resulting in portfolios with high active share.
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.