ROCHESTER, Mich. — Managed Asset Portfolios, LLC (MAP) has been awarded a Top Guns 6 Star (1) designation for its U.S. Multi-Cap Composite for 2Q 2020 by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. The award was received in both the All Cap Value Universe and U.S. Value Universe. Top Guns investment managers are awarded a rating ranging from 1 to 6 stars, with the number of stars representing continued performance over time.
Founder, President, and Chief Investment Officer Michael Dzialo attributes the continued success to “developing and maintaining portfolios that are highly focused and concentrated in specific areas. MAP is expressly not an index fund or a closet indexer. We are not opposed to being overweight what we like and underweight or totally absent from what we don’t like.”
This high-conviction global value composite is managed by the investment team of Michael Dzialo, Peter Swan, and Karen Culver and has been available to institutional and retail investors since 2001. The team has worked together closely for over 20 years, and that continuity has been vital to MAP’s consistent long-term performance. MAP is a disciplined global value manager that utilizes rigorous selectivity with respect to capitalization, geography, and sector, while being ever mindful to risk management.
Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well respected quarterly ranking and is widely used by institutional asset managers and investors.
About Managed Asset Portfolios:
Managed Asset Portfolios is a boutique, independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today, we proudly service over 500 families, family offices and institutions across the U.S. and around the globe. For more information, please visit our website at: www.managedassetportfolios.com.
Managed Asset Portfolios 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 contact us at 248-601-6677. Past performance is not indicative of future results and there is a possibility of loss.
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.
About Informa Investment Solutions:
In 1984, Informa Investment Solutions, Inc. introduced the first commercially available investment manager search and evaluation database - Plan Sponsor Network, or PSN. PSN offers financial professionals high-quality, in-depth data on U.S., non-U.S. and global investment managers. There are over 2,000 investment managers participating in the PSN database, which covers more than 20,000 domestic and international investment products. The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not reflect any management fees, transaction cost or expenses. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. The complete list of PSN Top Guns Rankings and an overview of the methodology is available at https://psn.fi.informais.com/ (select PSN Top Guns from the dropdown and log in) or contact Margaret Tobiasen at Margaret.firstname.lastname@example.org.
SOURCE Managed Asset Portfolios, LLC
Contact: Office at 248-601-6677, or via the web at http://managedassetportfolios.com/
(1) 6-Star Category: Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-yearperiod. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard for the three latest three-year rolling periods. After that they select onlythe products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.