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.
- STYLE - Value.
- MARKET ALLOCATION – Large, Mid and Small.
- BENCHMARK – MSCI USA Index.
- INVESTABLE UNIVERSE – Approximately 5,000 securities.
- TYPICAL # OF EQUITY POSITIONS HELD – 15 to 25.
- PORTFOLIO CONSTRUCTION PROCESS – Bottom-up based on fundamentals.
- INCEPTION DATE – 12/31/2001
MAP manages money guided by a value discipline and a focus on downside risk mitigation. The firm builds focused portfolios through a bottom up process by investing in temporarily out of favor securities that show an attractive valuation compared to the company’s net assets and earnings power and when there is a catalyst to unlock the intrinsic value of the company.
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950 W. University Drive, Suite 100 Rochester, MI 48307
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.
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