RESEARCH & THOUGHT PIECES FROM OUR TEAM

Recently, one of our analysts inherited a grandfather clock. It is a beautiful piece that we are guessing is from the 1960’s. It was bought with the first commission earned by his mother-in-law who was a real estate agent in northern Wisconsin. When tuned properly, the clock’s pendulum is nearly hyp...

MAP U.S. Multi-Cap Value Strategy

“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 investors still understand the importance of including value exposure i...

Join Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager specializing in foreign markets, as they delve into the intricate dynamics of tariffs, the U.S. dollar, and global currencies, exploring how these factors influence international trade and investment strategies. With tariffs t...

 Rochester, MI, February 24, 2025 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade - All Cap Universe and Top Guns Manager of the Decade - US Value Universe designations for its U.S. Multi-Cap Value Strategy for the 10-year period ending 12/31/2024, by Infor...

Join us for this special edition webinar, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss recent significant developments surrounding DeepSeek, a Chinese AI company that has shaken the technology sector — particularly within AI — and its broader implications ...

For many of us in the Detroit metro area, disappointment does not even begin to describe the heart-wrenching loss that our beloved Lions took on Saturday. While fans and players should both feel proud of everything the team accomplished this season, and they are primed to contend for a title again i...

Join us for Managed Asset Portfolios’ Monthly Roundtable, where Michael Dzialo, President and CIO, and Zachary Fellows, CFA, discuss the markets in 2024 and, more importantly, what lies ahead for 2025. They provide an in-depth analysis of core inflation and the factors driving premium valuations in ...

Stocks posted a second consecutive year of stout advances as the Magnificent Seven (MAG 7) continued to outpace other securities. Equities, however, struggled in December as euphoria following the U.S. election wore off and prospects for lower interest rates in 2025 dimmed. Stocks suffered their lar...

Join us for Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, focus on the critical topic of stock market valuations, particularly between the U.S. and the rest of the World. They provide an in-depth analysis of how we got ...

MAP U.S. Multi-Cap Value Strategy

“We are pleased to be recognized once again for our Strategy’s performance. We believe investors still understand the importance of including value exposure in their portfolios. While human nature is to seek out managers who have recently outperformed, we find it...

Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Zachary Fellow, Portfolio Manager, discuss the market's performance in the aftermath of the election. They analyze the market rally and examine how political events can impact investment strategies. Tune in ...

Thanks to favorable market conditions led by advancing technologies, the stock market has been defined by strong returns over the past several years. Over the same period, volatility surges have also come to define the market, as stocks trading at historically high valuations are increasingly sensit...