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 12/31/22. The fund's latest filing disclosed 639MM in positions, representing 151% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/22. The fund's latest filing disclosed 639MM in positions, representing 151% of the manager's regulatory AUM.
MANAGED ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MANAGED ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BG | 6.34% | Cons. Staples | -1.1% | -0.01% | 1 | 8% | ||
| NVS | 5.92% | Health | -5.37% | -0.06% | 0 | 9% | ||
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FEATURED IN
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.
3
CHICAGO/#2687216.3
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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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.
3
CHICAGO/#2687216.3
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
ROCHESTER, Michigan
UNITED STATES, 48307
MANAGED ASSET Contact Information
Phone Number: 248-601-6677
Fax Number: 248-601-6679
Website: http://www.managedassetportfolios.com
Fax Number: 248-601-6679
Website: http://www.managedassetportfolios.com
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