RESEARCH & THOUGHT PIECES FROM OUR TEAM

For years, the Investment Team has cautioned against the allure of China’s vast market. Recent developments have only reinforced our stance. Despite possessing the world’s second largest economy and population, China remains a minefield for foreign investors, plagued by a lack of transparency, gover...

Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they break down the unprecedented volatility shaking global markets in the wake of Liberation Day on April 2nd, 2025.

They examine the historic fluctuations across stocks, bonds, and curr...

With stock prices plunging, it is logical to wonder: “why not move to cash until the tariff tantrum ends?”

We equate the current scenario to the early weeks of the COVID-19 crisis. Stocks tumbled as the virus spread and the economy ground to a halt. Many clients called wanting to move to cash, indi...

President Trump’s long-awaited ‘Liberation Day‘ proved to be more draconian than most investors expected. Stocks and the U.S. dollar both responded by falling sharply. While many of the details need to be worked out, tariffs of 54% on goods coming from China (34% from reciprocal tariffs and 20% for ...

The first quarter of 2025 proved to be a volatile one for the financial markets and global currencies. Stock prices seemingly gyrated with every tweet and announcement from POTUS. Talk of tariffs sent U.S. stock prices lower, and the dollar higher. Whereas talk of delayed tariffs had the opposite ef...

Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they delve into the current economic climate, focusing on the impact of policy uncertainty and tariffs on market dynamics. They discuss how tweets and policy shifts from the executive branc...

Since 2022, investors have largely been rewarded for snapping up the fastest growing companies, regardless of valuations. But with a potential cloud hovering over the U.S. economy, and the changing winds of a new administration in full swing, before buying, we believe it is finally time ask: “but at...

Recently, one of our analysts inherited a grandfather clock. It is a beautiful piece that we are guessing is from the 1960’s. It was bought with the first commission earned by his mother-in-law who was a real estate agent in northern Wisconsin. When tuned properly, the clock’s pendulum is nearly hyp...

MAP U.S. Multi-Cap Value Strategy

“We’re delighted to be recognized once again for our Strategy’s outstanding performance. The last decade has been incredibly challenging for traditional value investors. However, we believe investors still understand the importance of including value exposure i...

Join Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager specializing in foreign markets, as they delve into the intricate dynamics of tariffs, the U.S. dollar, and global currencies, exploring how these factors influence international trade and investment strategies. With tariffs t...

 Rochester, MI, February 24, 2025 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade - All Cap Universe and Top Guns Manager of the Decade - US Value Universe designations for its U.S. Multi-Cap Value Strategy for the 10-year period ending 12/31/2024, by Infor...

Join us for this special edition webinar, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss recent significant developments surrounding DeepSeek, a Chinese AI company that has shaken the technology sector — particularly within AI — and its broader implications ...