MAP STRATEGY
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.
- STYLE - Value.
- MARKET ALLOCATION – Large, Mid and Small.
- STATED BENCHMARK – Effective 01/01/2011, the composite’s benchmark is 50% Merrill Lynch U.S. Corp A-AAA Rated 1-3 Yr. Total Return Index / 50% MSCI ACWI. Prior to 01/01/2011, the benchmark was 50% Merrill Lynch U.S. Corp A-AAA Rated 1-3 Yr. Total Return Index / 50% S&P 500.
- SECONDARY BENCHMARK – 50% Merrill Lynch U.S. Corp A-AAA Rated 1-3 Yr. Total Return Index / 50% MSCI ACWI Value Index (50% S&P 500 prior to 01/01/2011).
- INVESTABLE EQUITY UNIVERSE – Approximately 15,000 securities.
- TYPICAL # OF EQUITY POSITIONS HELD – 30 to 40, ranging from 30% to 70% 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.
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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.
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