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 Second Quarter 2022
April 4, 2022

This edition of MAP Views provides our thoughts on the rapidly changing investment landscape, the war in Ukraine, a potential bear market for bonds, high and rising inflation, as well as the Fed’s response to the uncertainty. It also discusses how we have positioned our portfolios in the face of unprecedented fixed-income volatility.

MAP Webinar: Quarterly Webinar - Q1 2022
March 24, 2022

Please join us for MAP’s quarterly webinar. -- Michael Dzialo, President and CIO, is joined by Zachary Fellows, CFA, as they discuss the global macro environment, with a focus on the war in Ukraine, rising interest rates, and inflation. Messrs. Dzialo and Fellows will also review where the Investment Team is finding risks as well as where they see opportunities.

Sometimes, We Make History
March 11, 2022

We review actions taken by the Fed and our elected officials in response to the COVID pandemic, trace the origins of the speculative excesses that investors began to unwind over January 2022 and discuss how MAP is preparing for this new chapter of economic history.

Headlines from Across the MAP
May 19, 2022

Americans continue to feel the sting of inflation. Consumer prices rose 8.3% in April from a year ago. As a result, U.S. households are spending an additional $341 a month to purchase the same goods and services compared to a year ago due to inflation above typical inflation of 2%, according to an analysis by Moody’s Analytics senior director Ryan Sweet

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.
This website uses cookies. We use cookies to improve your website experience, and for statistical analysis and marketing. By continuing to use this website, you consent to our use of cookies. To learn more about our use of cookies, please see our website Privacy Policy
OK
X
This website uses cookies. We use cookies to improve your website experience, and for statistical analysis and marketing. By continuing to use this website, you consent to our use of cookies. To learn more about our use of cookies, please see our website Privacy Policy
OK
X