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

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.

MAP Webinar: Navigating Post-COVID Markets
April 19, 2021

Watch MAP President and CIO Michael Dzialo discuss how the investing landscape has changed since COVID-19, and opportunities MAP sees going forward.

MAP Views Second Quarter 2021
April 6, 2021

A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some of last year's biggest winners underperformed during the quarter, while investors gravitated toward some of last year's laggards. 

Headlines from Across the MAP
June 10, 2021

National oil champions are likely to fill the gap left by private-sector players—meaning emissions won't shrink as fast as the supermajors.

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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