MANAGED ASSET Overview

Managed Asset Portfolios Llc is an investment advisor that manages 424.2 MM dollars in regulatory AUM and has 13 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 237MM in positions, representing 56% of the manager's regulatory AUM.

MANAGED ASSET StockAlpha

+0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MANAGED ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WEN 7.18% Cons. Disc. 17.44% 1.14% 0 6%
JNJ 6.17% Health -4.57% -0.04% 0 34%
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FEATURED IN
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MANAGED ASSET Founders and Key Employees

Name Title In Position Since
Michael S. Dzialo President, Chief Investment Officer November-2000
Karen M. Culver Chief Compliance Officer And Portfolio Manager October-2004
Peter J. Swan International Pm May-2002

MANAGED ASSET Brokers, Custodians, Auditors and Administrators

Type Company

MANAGED ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategies. A list of Adviser’s significant investment strategies follows:

MAP Capital Preservation and Income Strategy

This strategy invests mainly in fixed-income securities in an attempt to generate as high a level of current income as is consistent with preservation of capital, and for comparison purposes is measured against the Merrill Lynch U.S. Corporate A-AAA 1-3 Years Index.




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MAP Balanced Strategy

This strategy invests in approximately 30 – 70% fixed-income securities, with the remainder in U.S. and foreign equities in an attempt to preserve capital while generating current income and moderate long-term capital growth; and for comparison purposes is measured against a 50/50 blend of the MSCI ACWI Index and the Merrill Lynch U.S. Corporate A-AAA Rated 1-3 Years Total Return indices, rebalanced monthly.

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MANAGED ASSET Portfolio Concentration

MANAGED ASSET Location

950 W. UNIVERSITY, SUITE 100
ROCHESTER, Michigan
UNITED STATES, 48307

MANAGED ASSET Contact Information

Phone Number: 248-601-6677
Fax Number: 248-601-6679
Website:

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