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A Global Manager Without Exposure To Mainland China Sep 11, 2023

During the firm’s two-decade-plus history of managing global portfolios, we cannot begin to count how often clients and prospects have questioned us on our avoidance of purchasing mainland China stocks. Clients often cite a vast population, growing middle class, and "cranes in the skylines"...

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Commercial Real Estate: The Second Shoe To Drop Aug 25, 2023

While still lingering in the air of an unkept house, the dust has seemingly settled following the banking panic earlier this year, which saw the collapse of the European banking giant Credit Suisse, and the 2nd, 3rd, and 4th largest bank failures in U.S. history. Credit Suisse’s failure...

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Managed Asset Portfolios Monthly Roundtable - Webinar - August 2023 Aug 22, 2023

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the most recent quarterly earnings, the economy, and the current state of the stock market. This is an excellent opportunity to hear from our team and get...

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Market Cycles: Much like A Party, Investors Tend To Remember the Good Times But Forget The Hangover Aug 01, 2023

Life is not linear; you have ups and downs. It's how you deal with the troughs that defines you. Much like life, performance measurement is a process, not an event. It's a flowchart, not a checkbox. As a long-term value manager, we have specific processes in place geared towards generating...

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MAP Views Third Quarter 2023 Jul 06, 2023

The first half of 2023 was a bifurcated one for the broader markets. Headline numbers for the broad indices posted impressive double-digit returns; however, a handful of large-cap technology stocks drove these returns. This was most evident in the Nasdaq Composite which was up 32.3% for the first...

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Managed Asset Portfolios Monthly Roundtable - Webinar - July 2023 Jul 05, 2023

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the AI market rally, companies incorporating AI, and the difficult decisions facing the Fed. This is an excellent opportunity to hear from our team and...

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Artificial Intelligence (AI): A Secular Shift May 22, 2023

Until the release of ChatGPT (Generative Pre-trained Transformer) in late 2022, artificial intelligence (AI) developments largely flew under the radar. Although AI has existed in some form since the 1950s, it was perhaps more prominently featured in science fiction than in the everyday lives of...

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Managed Asset Portfolios Monthly Roundtable - Webinar - May 2023 May 10, 2023

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include: the recent banking turmoil, quarterly earnings, artificial intelligence, and the upcoming debt limit. This is a great opportunity to hear from our team...

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MAP Views Second Quarter 2023 Apr 03, 2023

Who's On First?

When the quarter began, all eyes were on the Federal Reserve (the Fed). The question on everyone's mind was how high is the Fed willing to push rates to drive inflation back to their stated two percent target? The Fed had already slowed its cadence from 75 basis points in November...

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Managed Asset Portfolios Webinar - Questions & Answers - March 2023 Mar 27, 2023

Watch as MAP's President & Chief Investment Officer, Michael Dzialo, answers questions about the risks and opportunities in the current market, following the recent banking turmoil.

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SVB Financial Group: Echoes From Silicon Valley Mar 13, 2023

Reverberations of the 2008-2009 Great Financial Crisis (GFC) were felt throughout the stock and bond markets as news of SIVB’s demise dominated headlines. In less than 48 hours, Silicon Valley’s largest bank, which was trading over $300 per share just last month, collapsed on Friday...

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Value Versus Growth Jan 30, 2023

Executive Summary

  • Growth has outperformed value in eleven of the past fourteen years, but value has outperformed for the past two years (in 2022, value outperformed growth by 22.69%).1,2
  • Value and growth cycles are not short-term in nature; they typically last for years.
  • When inflation and...
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