Managed Asset Portfolios, LLC
Managed Asset Portfolios, LLC is an independent SEC-registered investment advisory firm headquartered in Rochester, MI. Founded in 2000 by Michael Dzialo as the investment arm of a single-family office for a Forbes 400 individual, MAP has since grown to serve families, family offices, and institutional clients. The firm emphasizes global value investing and employs a seasoned team with over 25 years of experience working together. As of 2025, MAP has about 22 employees.
Investment Strategy
Managed Asset Portfolios practices a disciplined global value investing strategy, seeking advantageous risk-reward opportunities across all market capitalizations in U.S., international, and emerging market equities. Its approach is designed to protect capital during market drawdowns and is built on strong risk-adjusted returns. The firm pursues a highly concentrated portfolio based on fundamentals, thematic overlays, and a catalyst-driven process, investing only in companies believed to trade at a discount to their intrinsic value. Strategies are unconstrained by geography or market cap, with a focus on long-term capital appreciation and client-aligned investing.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 5.84% | $44.9M | 90,326 | $56.06 | $497.41 | +$10.8M |
M META | Meta Platforms, Inc. | 4.60% | $35.4M | 47,965 | $144.51 | $738.09 | +$7.7M |
C CSCO | Cisco Systems Inc | 4.53% | $34.8M | 502,070 | $32.37 | $69.38 | +$3.4M |
C CEF | Sprott Physical Gold & Silver | 4.51% | $34.7M | 1,152,456 | $13.10 | $30.10 | +$1.9M |
N NFG | National Fuel Gas Company | 4.19% | $32.3M | 381,013 | $38.69 | $84.71 | +$2.2M |