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 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. 

How to Evaluate an Investment Strategy
February 23, 2021

There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful.

MAP Views First Quarter 2021
January 8, 2021

You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year.

Headlines from Across the MAP
March 12, 2021

Running a marathon is similar to being a Value investor, especially in recent years where it seems more like an ultra-marathon. Both activities are painful experiences that require the ability to suffer and persist through physically and emotionally straining times.

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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