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

MAP Views Fourth Quarter 2021
October 13, 2021

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

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.

Headlines from Across the MAP
October 21, 2021

By now, you’ve noticed. Your corner CVS is full of eerily empty shelves and low on detergent. West Elm says it will be months before you can get that one coffee table. There’s a wait list for the Nikes your hypebeast boyfriend has been coveting. Thanks to the disruptions in global supply chains that have sprung from the coronavirus crisis, Americans are confronting a widespread shortage of consumer goods that’s become just about impossible to miss.

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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