GLOBAL EQUITY EX-OPTIONS
Our Global Equity Ex-Options strategy seeks to generate long-term growth of capital by investing in a diversified equity portfolio. Investments may also include foreign-listed stocks, fixed income securities, preferred stocks, and other securities.
- STYLE - Value.
- MARKET ALLOCATION – Large, Mid and Smalll.
- STATED BENCHMARK – MSCI All Country World Index.
- SECONDARY BENCHMARK – MSCI All Country World Value Index.
- INVESTABLE UNIVERSE – Approximately 15,000 securities.
- TYPICAL # OF EQUITY POSITIONS HELD – 35 to 50.
- PORTFOLIO CONSTRUCTION PROCESS – Bottom-up based on fundamentals.
- INCEPTION DATE – 5/31/2012
MAP manages money guided by a value discipline and a focus on downside risk mitigation. The firm builds focused portfolios through a bottom up process by investing in temporarily out of favor securities that show an attractive valuation compared to the company’s net assets and earnings power and when there is a catalyst to unlock the intrinsic value of the company.
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950 W. University Drive, Suite 100 Rochester, MI 48307
Managed Asset Portfolios, LLC is registered as an investment advisor with the United States Securities and Exchange Commission (SEC). Registration as an investment advisor with the SEC is not an endorsement and does not imply any level of skill or training.
Managed Asset Portfolios, LLC claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a compliant performance presentation and/or the firm’s list of composite descriptions please click on the Contact Us portion of this website, or call us directly at (248) 601-6677.
For additional detailed information about Managed Asset Portfolios, LLC including fees, services and other important information, please carefully read our current Client Relationship Summary (ADV Part 3) and Disclosure Brochure (ADV Part 2A) before you invest.
This website does not constitute an offer or recommendation by Managed Asset Portfolios, LLC of any securities, or an offer of services to any person residing in any jurisdiction in which such solicitation would be unlawful under the applicable laws and regulations. Managed Asset Portfolios, LLC complies with the notice filing requirements imposed upon SEC-registered investment advisors by those states in which the firm maintains clients, or qualifies for an exemption or exclusion from the notice filing requirements.
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