Our Thinking
MAP Views Second Quarter
April 1, 2026
Managed Asset Portfolios’ Q2 2026 outlook highlights a market environment shaped by geopolitical tensions, rising inflation, and uncertainty around Federal Reserve policy, all of which have contributed to increased volatility. While recession risks have risen, it is not the base case, and the firm emphasizes that reacting to short-term uncertainty—such as attempting to time the market—can be detrimental to long-term returns. Instead, MAP remains focused on a disciplined, research-driven approach by prioritizing high-quality investments and thoughtful risk management which helps clients navigate changing conditions while striving for strong risk-adjusted outcomes over time.
MAP's Market Perspective
June 5, 2026
In MAP’s latest thought piece, we explore why advisors should also consider the Pain Ratio, a metric that focuses on the frequency, depth, and duration of drawdowns. While volatility matters, the true investor experience is often shaped by how long portfolios remain below their high-water mark.
MAP Weekly Webinar
June 1, 2026
Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the recent rise in energy prices and why commodity-driven inflation may remain a key theme even after a peace agreement is reached in the Middle East.
MAP Press Releases
March 10, 2026
Managed Asset Portfolios (MAP) was recognized by Broadridge Top Money Managers, powered by Lipper, for the performance of its U.S. Multi-Cap Value Strategy as of December 31, 2025. Highlights include a #2 ranking for the 40-quarter period in the U.S. Diversified/Multi-Cap Value Equity category, along with strong rankings across additional trailing periods. The recognition reflects MAP’s long-term, disciplined investment philosophy, catalyst-driven fundamental research process, and commitment to delivering strong risk-adjusted results for clients.
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