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MAP'S PRESS RELEASES

Managed Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence

February 22, 2024

Rochester, MI, February 22nd, 2024 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade All Cap Universe designation for its U.S. Multi-Cap Value Strategy for the 10-year period ending 12/31/2023, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

 

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Managed Asset Portfolios in Broadridge Best Money Managers

November 28, 2023

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios in Broadridge Best Money Managers

September 7, 2023

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios in Broadridge Best Money Managers

June 12, 2023

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence

February 23, 2023

Rochester, MI, February 23rd, 2023 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade designation for its U.S. Multi-Cap Value Strategy and Global Balanced Strategy for the 10-year period ending 12/31/2022, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Additionally, MAP’s U.S. Multi-Cap Value Strategy also received a Top Guns 6-Star Rating for the fourth quarter of 2022.

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Managed Asset Portfolios in Broadridge Best Money Managers

December 9, 2022

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Avoiding Online Scams

August 19, 2022

Rochester, MI, August 19, 2022 -- Managed Asset Portfolios, LLC (MAP) greatly appreciates our clients who  entrust their investments to us. Your online security and financial privacy are very important to us as well. You must be vigilant to safeguard your confidential personal and financial information from online and telephone exploitation. The following are pointers to help you protect your important information.

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Managed Asset Portfolios Launches Updated Website

July 26, 2022

Rochester, MI, July 26, 2022 -- Managed Asset Portfolios, LLC (MAP) is proud to announce the launch of our completely updated website at www.managedassetportfolios.com. The site features a sharp new look and feel that is designed to enhance the user experience.

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Managed Asset Portfolios in Broadridge Top Money Managers

July 5, 2022

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios Earns “5-Star Overall Morningstar Rating™” for Two Global Equity Strategies

April 29, 2022

Rochester, MI, April 29th, 2022 -- Managed Asset Portfolios, LLC (MAP) was awarded Morningstar’s coveted 5-star overall rating as of March 31, 2022, for two of its portfolio strategies, the Global Equity Composite1 and Global Equity Composite Ex-Options.2

The Morningstar rankings add to the firm’s already long list of industry awards, including its recent recognition in February as PSN’s “ Top Gun Manager of the Decade” for its U.S. Multi-Cap Value Composite for the 10-year period ending Q4 2021.3

MAP founder Michael Dzialo attributed the high Morningstar ranking to MAP’s rigorous bottom-up research process that seeks to find undervalued stocks that complement its macroeconomic themes. “Unlike index funds, MAP doesn’t want to match a benchmark,” Dzialo said, “Our goal is to outperform on a risk-adjusted basis. We’d rather do extensive work on a few names and invest only in our highest conviction ideas.”

The two composites comprise global value stock portfolios managed by the investment team of Michael Dzialo, Peter Swan, and Karen Culver, a team that has worked together for more than two decades.

As of the first quarter of 2022, Managed Asset Portfolios has over $1 billion in assets under management, of which approximately $650 million are in the MAP Global Equity strategies. The Global Equity Composite has been available to MAP clients since 2001 and the Global Equity Composite Ex-Options since 2012.

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Managed Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence

February 22, 2022

Rochester, MI, February 22nd, 2022 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade distinction for its U.S. Multi-Cap Value Strategy for the 10-year period ending Q4 2021, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Additionally, MAP’s U.S. Multi-Cap Value Strategy also received the following designations for the 4th quarter of 2021:

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MAP US Multi-Cap Value Strategy in Broadridge Top Money Managers

November 22, 2021

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios Earns “Top Guns" Distinction

November 19, 2021

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.

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MAP US Multi-Cap Value Strategy in Broadridge Top Money Managers

September 2, 2020

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods.

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Managed Asset Portfolios Named “Top Guns 6 Star” Designation For its U.S. Multi-Cap Value Composite by Informa Investment Solutions

August 27, 2020

Managed Asset Portfolios, LLC (MAP) has been awarded a Top Guns 6 Star designation for its U.S. Multi-Cap Value Composite for 2Q 2020 by Informa Investment Solutions’ PSN manager database.

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Managed Asset Portfolios’ Global Equity Composite and Global Balanced Composite Ranked in Best Money Managers by Broadridge, Powered by Lipper

March 3, 2019

ROCHESTER, Mich.--Managed Asset Portfolios, LLC (MAP), a Rochester, Michigan-based independent investment adviser, was recognized in Best Money Managers rankings by Broadridge (powered by Lipper) for both its Global Equity Composite and Global Balanced Composite for the period ending 12/31/2018.

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Managed Asset Portfolios Named “Top Guns Manager of the Decade” For its Global Balanced Composite by Informa Investment Solutions

February 26, 2019

ROCHESTER, Mich.--Managed Asset Portfolios, LLC (MAP), a Rochester, Michigan-based independent investment advisor, announced that it has received Morningstar’s highly coveted 5- star rating for both its Global Equity Fund (CAXIX) (for the 3-year period ending 12/31/18 out of 728 funds in the World Large Stock category based on risk-adjusted returns) and Global Balanced Fund (TRXIX) (for the 5-year period ending 12/31/18 out of 322 funds in the World Allocation category based on risk-adjusted returns).

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Managed Asset Portfolios’ Global Equity Composite and Global Balanced Composite Earn 4-Star Overall Ratings from Morningstar™ ; Global Equity Composite Earns 5-Star Rating for 3-year period ending 12/31/2018

February 12, 2019

ROCHESTER, Mich.--Managed Asset Portfolios, LLC (MAP), a Rochester, Michigan-based independent investment advisor, announced that it has received Morningstar’s 4-star overall rating as of 12/31/2018 for both its Global Equity Composite1 and Global Balanced Composite2 based on risk-adjusted gross returns, derived from a weighted average of the 3-, 5-, and 10-year Morningstar metrics. The Global Equity Composite received a 5-star rating for the 3-year period ending 12/31/2018 and a 4-star rating for the 5- and 10-year periods ending 12/31/2018. The Global Balanced Composite received a 4-star rating for the 3- and 5-year periods ending 12/31/2018 and a 3-star rating for the 10-year period ending 12/31/2018.

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Managed Asset Portfolios’ Global Equity Fund and Global Balanced Fund Earn Highest Overall Ratings from Morningstar™

January 24, 2019

ROCHESTER, Mich.--Managed Asset Portfolios, LLC (MAP), a Rochester, Michigan-based independent investment advisor, announced that it has received Morningstar’s highly coveted 5- star rating for both its Global Equity Fund (CAXIX) (for the 3-year period ending 12/31/18 out of 728 funds in the World Large Stock category based on risk-adjusted returns) and Global Balanced Fund (TRXIX) (for the 5-year period ending 12/31/18 out of 322 funds in the World Allocation category based on risk-adjusted returns).

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Awards 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 they be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based upon information prepared and/or submitted by the recognized advisor. You should not make an investment based solely upon any such award. Past performance is no guarantee of future results. MAP did not pay a fee for inclusion on any award or recognition list.

The material provided 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. This content is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using this content.

Top Guns, Manager of The Decade Award Criteria: The PSN universes are created using information collected through the PSN investment manager questionnaire and use only gross of fee returns.* PSN Top Guns investment managers must claim that they are GIPS compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten-year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also Standard Deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade.

*Gross returns do not reflect the deduction of investment advisory fees and expenses, the impact of fees and expenses on performance, or the compounded effect on performance of not deducting fees and expenses. Actual returns will be reduced by advisory fees and any other expenses incurred in the management of an account. Investment advisory fees are described in MAP’s Form ADV, Part 2A, Item 5. For the actual gross and net side-by-side performance data which reflects the impact of fees and expenses on returns please see the MAP Global Equity Composite Fact Sheet, MAP Global Balanced Composite Fact Sheet, and MAP U.S. Multi-Cap Value Composite Fact Sheet.

The complete list of PSN Top Guns and an overview of the methodology is available at https://psn.fi.informais.com/login.asp (select PSN Top Guns from the dropdown and register for complimentary access) or by contracting Margaret Tobiasen at [email protected] for more details.

The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.

Morningstar “Star Rating” Criteria: The Morningstar Rating™ or "star rating" is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The complete Morningstar star ratings methodology for separate accounts is available at https://admainnew.morningstar.com/directhelp/FactSheet_StarRating_SA.pdf.

© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) Is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods. Investment managers are ranked by investment strategy performance relative to peers. Broadridge rankings are not intended to constitute investment advice or predict future results. Rankings are generally based upon information prepared and submitted by advisers. Although obtained from sources deemed reliable, neither Managed Asset Portfolios, LLC(MAP), nor Broadridge, can guarantee the accuracy of data used to create rankings. In addition to periods of positive returns, the MAP Global Equity and MAP Balanced strategies may have experienced some periods of negative returns during the award time frames. Comparison results are historical. There is no guarantee that any investment will achieve its objectives, generate profits, or avoid losses. Please visit the Broadridge Marketplace website:
(https://marketplace.broadridge.com/marketplace) for more details about the “BROADRIDGE Best Money Managers, Powered by Lipper” rankings.

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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.

The website is limited to the dissemination of general information pertaining to investment advisory services provided by Managed Asset Portfolios, LLC. The information reflected on this website should not be construed as personalized investment advice and should not be considered as a recommendation for any specific investment product, strategy, or other purpose. For more information, please see Terms of Use which governs your use of this website.

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