RESEARCH & THOUGHT PIECES FROM OUR TEAM

The Covid-19 pandemic has illustrated the folly of capping the assets of Americans on public assistance.

MAP US Multi-Cap Value Strategy

Minimum criteria for inclusion in Broadridge Best Money Managers:

I. Performance must be calculated "net” of all fees and brokerage commissions. This means after all fees have been deducted.

II. Performance must be calculated inclusive of all cash reserves....

Stock Market Warns Workers That They’re the Problem for Business.

ROCHESTER, Mich. — Managed Asset Portfolios, LLC (MAP) has been awarded a Top Guns 6 Star¹ designation for its U.S. Multi-Cap Composite for 2Q 2020 by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. The...

The $425 billion payment holiday question hanging over Europe's banks.

Trump administration on board with delisting Chinese stocks. Coming rent crisis. Leverage points. Huawei’s chip problem.

The last few months have continued to cement our conviction to avoid investment in China-based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.(i) The anti-CCP rhetoric has been ratcheted up to a fever pitch as November approaches. And...

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite...

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an update.

The Democrats have the momentum going into the final stretch. COVID-19 and its fallout have put a significant damper on the Trump campaign. The...

Stocks posted a sharp rebound during the second quarter, as investors bid up prices in anticipation that the economy would enjoy a sharper than expected bounce-back from depths of the COVID-19 nationwide shutdowns that occurred in late March and early April. Stock prices put in their best...

These markets sure feel greedy. It is difficult, even in these times of quarantine, to avoid being asked about buying stocks in bankrupt companies. The recent insanity in capital markets has captivated much of the financial world. Anecdotes of borderline degenerate gamblers up 100, 200, 300...

At the 73rd CFA Annual Conference, Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business was asked for his thoughts on value vs. growth investing. His response:

If by value investing you mean investing in something (where) the price is less than the value,...