Managed Asset Portfolios Awarded "Top Guns" Status
Aug 21, 2025Rochester, MI, August 21, 2025 -- Managed Asset Portfolios, LLC (MAP) achieved Top Guns status for its U.S. Multi-Cap Value Strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. The U.S. Multi-Cap Value Strategy earned a PSN Top Guns 1-Quarter Category All Cap Value Universe for the three-month period ending 06/30/2025 and 1-Year Category All Cap Value Universe award for the 1-year period ending 06/30/2025, meaning the strategy had one of the top ten returns in its respective strategy in both categories.
For more information on MAP’s U.S. Multi-Cap Value strategy, including the most recent fact sheets, please click here.
Michael Dzialo, MAP’s President and Chief Investment Officer said: “We’re delighted to be recognized once again for our outstanding performance. As always, we find it prudent for investors to examine performance over full market cycles that include both bull and bear markets, and suggest they study not only total returns but risk-adjusted returns as well. 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, experienced, 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, sub-advisory and individual accounts from its headquarters in Rochester, Michigan.
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 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.
The material provided 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.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns ranks products in various star categories in over 50 universes.
1 QTR CATEGORY: 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. These top performers are strictly based on current quarter returns.
1 YEAR CATEGORY: 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. These top performers are strictly based on returns for the one-year period.
Gross returns do not reflect the deduction of investment advisory fees and expenses, the impact of fees and expenses on performance, or the compounded effect on performance of not deducting fees and expenses. Actual returns will be reduced by advisory fees and any other expenses incurred in the management of an account. Investment advisory fees are described in MAP’s Form ADV, Part 2A, Item 5. For the actual gross and net side-by-side performance data which reflects the impact of fees and expenses on returns please see the MAP U.S. Multi-Cap Value Composite fact sheet.
The complete list of PSN Top Guns rankings and an overview of the methodology is available at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp or contact Nick Williams at [email protected] for more details.
About PSN: For nearly four decades, PSN has been a top resource for asset and wealth managers. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. Visit PSN online to learn more.
About Informa Financial Intelligence’s Zephyr: Zephyr's award-winning asset and wealth management software offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers financial professionals to navigate a bullish or bearish market. Zephyr was honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform. Zephyr's asset and wealth management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.
SOURCE: Managed Asset Portfolios, LLC
CONTACT: Office at (248) 601-6677 or via the web at http://managedassetportfolios.com
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 advisor. 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.
The material provided 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. This content is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using this release.
