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

Final Election Preview: Should You Be Concerned?
October 28, 2020

With the elections looming, we take a look at the market consequences of different scenarios on November 3rd

MAP Views Fourth Quarter 2020: Countdown to the Elections
October 13, 2020

It seems that this election has stirred more emotions and captivated more voter interest than any other election in recent memory.

The Big Have Gotten Bigger
September 21, 2020

Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index.

Headlines from Across the MAP
November 25, 2020

Vast amounts of money are being shifted around based on strange and conflicting rules...

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.
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