ROCHESTER, MI November 19, 2021 -- Managed Asset Portfolios, LLC (MAP) has been awarded Five-Star and Six-Star Top Guns distinctions for its U.S. Multi-Cap Value strategy for the 5-year period ending 3rd Quarter 2021 by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers Top Guns investment managers are awarded a rating ranging from 1 to 6 stars, with the number of stars representing continued performance over time.
For more information on MAP’s U.S. Multi-Cap Value strategy, please click here for the fact sheet.
Michael Dzialo, MAP’s President and Chief Investment Officer said: “We’re delighted to be recognized once again for our strategy’s outstanding performance. The last decade has been incredibly challenging for value investors, but advisors still understand the importance of including value equity exposure in their clients’ portfolios. We credit our consistently high rankings to our disciplined approach, our independent research and a stable and collegial team of investment professionals.”
About Managed Asset Portfolios, LLC: Managed Asset Portfolios searches global equity markets for quality stocks that may be currently undervalued but have the potential for long-term outperformance. The firm was founded as a single-family investment office by Michael Dzialo in 2001, and now manages over $1 billion for institutional, subadvisory and individual accounts from its headquarters in Rochester, Michigan.
About PSN and the Top Guns recognition: Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.
Overall Criteria: The PSN universes are created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not include management fees, transaction costs or other expenses that would impact actual net returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant.
6-STAR TOP GUNS Criteria: Strategies must have an R-squared of 0.80 or greater relative to the style benchmark for the five-year period ending September 30, 2021. Moreover, product strategies must have returns greater than the style benchmark for the three latest three-year rolling period sending September 30, 2021. Strategies are then selected which have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period become the 6-STAR TOP GUNS.
5-STAR TOP GUNS Criteria: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period ending September 30, 2021. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5-STAR TOP GUNS.
The complete list of PSN Top Guns Rankings and an overview of the methodology is located at https://psn.fi.informais.com (select PSN Top Guns from the dropdown and create a free log in to view the rankings) or contact Margaret Tobiasen at Margaret.email@example.com for more details.
Important Disclosures: Awards and recognitions by unaffiliated financial publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if MAP is engaged, or continues to be engaged to provide investment advisory services, nor should such awards be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based on information prepared and/or submitted by the recognized adviser. You should not make an investment based upon any such award. Past performance is no guarantee of future results and there is a possibility of loss. MAP did not pay a fee for inclusion on any award or recognition list.
The material provided above is for information only and is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The content of this Release is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using any content from this Release.
About Informa Financial Intelligence’s Zephyr: Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
SOURCE: Managed Asset Portfolios, LLC
CONTACT: Office at (248) 601-6677 or via the web at http://managedassetportfolios.com