Managed Asset Portfolios Awarded “Top Guns Manager of the Decade” Designation
Feb 27, 2023Rochester, MI, February 23rd, 2023 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade designation for its U.S. Multi-Cap Value Strategy and Global Balanced Strategy for the 10-year period ending 12/31/2022, 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 a Top Guns 6-Star Rating for the fourth quarter of 2022.
For more information on MAP’s U.S. Multi-Cap Value and Global Balanced strategies, 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 Strategies’ 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 in their portfolios. This challenging environment was driven by more than a decade of easy monetary policy by global central banks as well as historic levels of government-sponsored stimulus following the Global Financial Crisis, amplified by historic levels of stimulus created to combat the impacts of the COVID-19 pandemic. With governments and central banks having changed course to combat inflation, we believe the next decade will tell a different story. While human nature is to seek out managers who have recently outperformed, 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.
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.
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 and MAP Global Balanced Composite fact sheet.
Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. 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 ten-year period ending 12/31/2022. Moreover, products must have returns greater than the style benchmark for the ten-year period ending 12/31/2022 and also standard deviation less than the style benchmark for the ten-year period ending 12/31/2022. At this point, the top ten performers for the ten-year period ending 12/31/2022 become the PSN Top Guns Manager of the Decade.
The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.
6-STAR 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. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the five-year period ending 12/31/2022. 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 ending 12/31/2022 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 TOP GUNS.
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 M[email protected] for more details.
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.
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.
