RESEARCH & THOUGHT PIECES FROM OUR TEAM

“Be Fearful When Others are Greedy and Greedy When Others Are Fearful” - Warren Buffett

Broader stock market averages continued the advance that began during the previous three quarters. Moreover, the fourth quarter of last year was one of the best for stocks in recent years, as investors embraced ...

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team reflects on the first quarter, discussing the best and worst performing sectors and how that translated into geographical performance. The Team also delves into the U.S. economy, inflation and what to expect from the Fed.

MAP U.S. Multi-Cap Value Strategy

“We’re delighted to be recognized once again for our Strategy’s 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 portfoli...

Watch Managed Asset Portfolio’s Monthly Roundtable as our Portfolio Management Team utilizes a top-down perspective overlaid with their long-term thematic filters to discuss in detail current sector positioning and the rationale for their active sector investments.

Rochester, MI, February 22, 2024 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade All Cap Universe designation for its U.S. Multi-Cap Value Strategy for the 10-year period ending 12/31/2023, by Informa Financial Intelligence’s PSN manager database, North Ame...

U.S. Presidential Election

In every corner of America, discussions about the 2024 presidential election echo, yet within this widespread attention lies the paradox that, for all the chatter, the outcome might not wield the expected impact. Controversial, perhaps, but Warren Buffet explained the sam...

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team discusses their outlook for 2024. The team dives into our thoughts on the U.S. and global economy and our belief that the current market expectations for interest rate cuts and lower inflation are too optimistic. Lastly, the t...

Investors embraced risk throughout 2023, as they speculated that the Federal Reserve (the Fed) would pivot from their tightening stance that has been in place since March 2022, to one of easing. From a stock market perspective, the year can be summarized in two words: Magnificent Seven (aka Mag Seve...

Watch Managed Asset Portfolio's monthly roundtable as our Investment Team takes a look back at the markets during 2023. The team reviews the impact of the Magnificent Seven, market timing, and the importance of keeping a long-term perspective. Finally, the team discusses the impact of the Federal Re...

MAP U.S. Multi-Cap Value Strategy

MAP Balanced Strategy

“Our strong long-term relative performance speaks to our team's ability to navigate through global economic triumph and turbulence during full market cycles. It also underlines the importance of diversification. This is driven by our proc...

Watch Managed Asset Portfolio’s monthly roundtable as our Investment Team discusses investment implications from the Middle East tragedies and how best to navigate through these times.

We have often discussed the risks inherent in market timing. While in the past we have centered these discussions around the stock markets, the same holds true for other asset classes. As a reminder, market timing entails making buy or sell decisions based on predictions of short-term market price m...