MAP STRATEGY
ENHANCED INCOME
The Enhanced Income composite's strategic goal is preserving capital while generating current income. Capital is allocated to at least 80% fixed-income securities. Selected domestic and foreign stocks may also be purchased, and covered calls may be employed to enhance the income stream.
- STYLE - Value.
- MARKET ALLOCATION – Large, Mid and Small.
- STATED BENCHMARK – Merrill Lynch U.S. Corporate A-AAA Rated 1-3 Years Total Return Index.
- INVESTABLE EQUITY UNIVERSE – Money Market Accounts, U.S. Government, Municipal, Corporate and International Bonds as well as dividend paying equity securities.
- TYPICAL # OF EQUITY POSITIONS HELD – 10 to 25, limited to a maximum of 20% of the portfolio.
- PORTFOLIO CONSTRUCTION PROCESS – Bottom-up based on fundamentals.
- INCEPTION DATE – 7/31/2001
Investment Philosophy
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.
CONNECT WITH US
Subscribe to our mailing list to stay connected with our investing insights, webinars and latest news.
950 W. University Drive, Suite 100 Rochester, MI 48307
(248) 601-6677
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.
Please don't hesitate to Contact Us if you have any questions.
This website uses cookies. For more information please see the website Privacy Policy.
