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Managed Asset Portfolios Awarded

Managed Asset Portfolios Awarded "Top Guns" Manager of the Decade Distinction

awards & press releases our thinking Feb 22, 2022

Rochester, MI, February 22nd, 2022 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade distinction for its U.S. Multi-Cap Value Strategy for the 10-year period ending Q4 2021, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Additionally, MAP’s U.S. Multi-Cap Value Strategy also received the following designations for the 4th quarter of 2021:

For more information on MAP’s U.S. Multi-Cap Value Strategy, please click here for the fact sheet.

Michael Dzialo, MAP’s President and Chief Investment Officer said: “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 advisors still understand the importance of including value equity exposure in their clients’ portfolios. We credit our consistently high rankings to our disciplined approach, as well as our focus on long-term risk-adjusted returns, the foundation of which is our independent, thematic and catalyst driven fundamental research and a stable and collegial team of investment professionals.”

About Managed Asset Portfolios, LLC: Managed Asset Portfolios searches global equity markets for quality stocks that may be currently undervalued but have the potential for long-term outperformance. The firm was founded as a single-family investment office by Michael Dzialo in 2001, and now manages over $1 billion for  institutional, subadvisory and individual accounts from its headquarters in Rochester, Michigan.

About PSN and the Top Guns Recognition: Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant.

Top Guns of the Decade Criteria: Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2021. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2021 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2021. At this point, the top ten performers for the latest ten-year period ending December 31, 2021become the PSN Top Guns Manager of the Decade.

Bear & Bull Masters Criteria: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three-year period. Moreover, products must have an upside market capture ratio of 100 or more for the latest three-year period, and downside market capture ratio of 100 or less for the latest three-year period. The top ten ratios between upside market capture ratio and downside capture ratio become the PSN Bull & Bear Masters.

Top Guns 6-Star Criteria: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6-Star Top Guns.

Top Guns 5-Star Criteria: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5-Star Top Guns.

Top Guns 4-Star Criteria: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4-Star Top Guns.

Top Guns 1-Star Criteria: These top performers are strictly based on current quarter returns.

The complete list of PSN Top Guns rankings and an overview of the methodology is available at https://psn.fi.informais.com (select PSN Top Guns from the dropdown and register for complimentary access) or contact Margaret Tobiasen at [email protected] for more details.

Important Disclosures: Awards and recognitions by unaffiliated financial publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if MAP is engaged, or continues to be engaged to provide investment advisory services, nor should such awards be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based on information prepared and/or submitted by the recognized adviser. You should not make an investment based upon any such award. Past performance is no guarantee of future results and there is a possibility of loss. MAP did not pay a fee for inclusion on any award or recognition list.

The material provided above is for information only and is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The content of this release is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using any content from this release.

About Informa Financial Intelligence’s Zephyr: Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

 

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Disclosures:

Awards and recognitions by unaffiliated financial publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if MAP is engaged, or continues to be engaged to provide investment advisory services, nor should they be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based upon information prepared and/or submitted by the recognized adviser. You should not make an investment based solely upon any such award. Past performance is no guarantee of future results. MAP did not pay a fee for inclusion on any award or recognition list.

Top Guns, Manager of The Decade Award Criteria: In 1984, Informa Investment Solutions, Inc. introduced the first commercially available investment manager search and evaluation database—Plan Sponsor Network, or PSN. PSN offers financial professionals high-quality, in depth data on U.S., non-U.S. and global investment managers. There are over 2,000 investment managers participating in the PSN database, which covers more than 20,000 domestic and international investment products. The PSN universes are created using information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not reflect management fees or transactions costs. PSN Top Guns investment managers must claim that they are GIPS compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten-year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also Standard Deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade. The complete list of PSN Top Guns and an overview of the methodology is available at https://psn.fi.informais.com/ (select PSN Top Guns from the dropdown and log in).

The Morningstar Rating™ for separate accounts is a quantitative assessment of past performance—both return and risk—as measured from 1 to 5 stars. The Morningstar Rating, often referred to as the “star rating,” is a familiar tool that helps investors evaluate the risk-adjusted returns of separate account composites. It also helps identify management teams that are adding value over time, compared with others in their Morningstar Category™. As always, the Morningstar Rating is intended only for use as a first step in the investment evaluation process. More detailed information is available at:
http://advisor.morningstar.com/Principia/pdf/MorningstarRatingForSeparateAccounts_FactSheet.pdf

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods. Investment managers are ranked by investment strategy performance relative to peers. Broadridge rankings are not intended to constitute investment advice or predict future results. Rankings are generally based upon information prepared and submitted by advisers. Although obtained from sources deemed reliable, neither Managed Asset Portfolios, LLC(MAP), nor Broadridge, can guarantee the accuracy of data used to create rankings. In addition to periods of positive returns, the MAP Global Equity and MAP Balanced strategies may have experienced some periods of negative returns during the award time frames. Comparison results are historical. There is no guarantee that any investment will achieve its objectives, generate profits, or avoid losses. Please visit the Broadridge Marketplace website:
(https://marketplace.broadridge.com/marketplace) for more details about the “BROADRIDGE Best Money Managers, Powered by Lipper” rankings.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable). Please note that the Morningstar rankings are for the I share classes only; other classes will have different performance characteristics due to different expense ratios.

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