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 Views First Quarter 2022
January 5, 2022

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

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.”

Headlines from Across the MAP
January 20, 2022

In the hierarchy of business threats confronting corporate leaders in 2022, Covid-19 still rules. But inflation has quickly closed the gap. Concerns about rising prices skyrocketed in the past year, according to a survey of more than 900 global CEOs conducted by the Conference Board, a business research group. More than half of the CEOs expect price pressures to persist until at least mid-2023 after having registered as a low-level worry in the year-ago survey.

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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