Managed Asset Portfolios' U.S. Multi-Cap Value Strategy Recognized Once More by Broadridge Top Money Managers, Powered by Lipper
Aug 28, 2026
We are honored to once again be recognized for the strength and consistency of the U.S. Multi-Cap Value Strategy, including its ranking of 3rd overall for the 40-quarter period ending 06/30/2026 in the U.S. Diversified/Multi-Cap Value Equity category. The Strategy also ranked in the top percentile in the U.S. Value Equity category for the same 40-quarter period, highlighting more than two decades of disciplined, catalyst-driven investing designed to pursue long-term, risk-adjusted returns. As we look ahead, we remain committed to building on a legacy of discipline, innovation, and unwavering dedication to our clients.”
“For well over two decades, our team has navigated a wide range of market environments while staying true to our investment philosophy and catalyst-driven fundamental research approach,” said Michael Dzialo, Founder, President and CIO. “These results reflect our focus on long-term, risk-adjusted returns, as well as the strength of MAP’s stable, experienced, and collegial team of investment professionals. I am deeply grateful to our exceptional team and to the clients who continue to place their trust in us.”
Broadridge MarketPlace - Data supplied by Lipper - Returns & Rankings As of 06/30/2026
About Managed Asset Portfolios, LLC (MAP):
The firm was founded as a single-family investment office by Michael Dzialo in 2001, and manages over $1.3 billion for institutional, sub-advisory and individual investors from its headquarters in Rochester, Michigan.
Managed Asset Portfolios claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a GIPS Report and/or policies for valuing investments, calculating performance, and preparing GIPS Reports visit our website at: https://www.managedassetportfolios.com/GIPS_Verification_Reports or call us directly at (248) 601-6677.
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.
The U.S. Value Equity category is a broad grouping for domestic stock funds that invest in companies trading below their perceived intrinsic worth, without strict limitation to a single market capitalization tier. These portfolios emphasize undervalued stocks identified through fundamental metrics like low price-to-earnings (P/E) or price-to-book (P/B) ratios rather than rapid earnings growth.
U.S. Diversified/Multi-Cap Value Equity is a more specific peer group for funds that practice a domestic, unconstrained, multi-cap value strategy across large, medium, and small companies. Portfolios in this category blend value-seeking criteria with the flexibility to hunt for undervalued opportunities across the entire market-cap spectrum, making them benchmark-agnostic regarding company size.
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 U.S. Multi-Cap Value Strategy 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.
SOURCE: Managed Asset Portfolios, LLC
CONTACT: Office at (248) 601-6677 or via the web at https://managedassetportfolios.com
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
