Strategies

Three strategies. Focused on value.

Managed Asset Portfolios offers three separately managed account strategies: Global Equity, Global Balanced, and U.S. Multi Cap Value. The strategies have different geographic mandates and risk profiles, but each is focused on finding value in public securities markets.

Global Equity

Our Global Equity strategy seeks to deliver long-term growth of capital by investing in a diversified global equity portfolio that is unconstrained by geography or market capitalization while being benchmark agnostic. Covered calls may be employed to enhance income stream.

Global Balanced

Our Global Balanced strategy seeks to deliver preservation of capital while generating current income and seeking long-term capital growth. Capital is allocated between fixed income and equity securities. Portfolios are constructed unconstrained by geography and market capitalization while being benchmark agnostic. Covered calls may be employed to enhance income stream.

U.S. Multi Cap Value

Our U.S. Multi Cap Value strategy seeks to deliver long-term growth of capital by investing in a diversified portfolio of securities issued by U.S. companies. It is unconstrained by market capitalization while being benchmark agnostic.