ROCHESTER, Mich.--()--Managed Asset Portfolios, LLC (MAP), a Rochester, MI based independent investment adviser, announced today that the firm’s Global Equity Composite maintained Morningstar’s top overall rating, 5 stars. In addition to the top overall rating, the Global Equity Composite is rated 5 stars for the 3 year, 5 year, and 10 year time periods ending December 31st, 2012.
"Our Global, 'go anywhere' approach provides us a large opportunity set to search selectively for value across all market capitalizations in countries around the world. As a result, we have consistently, since the spring of 2001, properly balanced risk and reward to be placed in the upper echelon as recognized by Morningstar," says Michael S. Dzialo, Chief Investment Officer at MAP.
In Morningstar’s ‘World Stock’ universe, there are 244 strategies rated and Managed Asset Portfolios’ Global Equity composite was one of only 19 strategies to receive a 5 star overall rating, placing MAP in the top 8%.
The Morningstar Rating™ for separate accounts is a quantitative assessment of past performance—both return and risk—as measured from 1 to 5 stars. The Morningstar Rating, often referred to as the “star rating” is a familiar tool that helps investors evaluate the risk-adjusted returns of separate account composites. It also helps identify management teams that are adding value over time, compared with others in their Morningstar Category™. As always, the Morningstar Rating is intended for use as a first step in the investment evaluation process.
Managed Asset Portfolios, LLC is an independent investment adviser founded in 2000. The firm currently manages over $250 million in a variety of equity, fixed income and balanced assets for high net worth individuals and institutions. For more information regarding the products and services offered by Managed Asset Portfolios, visit www.managedassetportfolios.com.
Managed Asset Portfolios 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 contact us at (248) 601 6677. Past performance is not indicative of future results and there is a possibility of loss.