Milwaukee, WI, January 3, 2023 // Milwaukee Institutional Asset Management (MIAM), a division of Global Value Investment Corp., has again been named in Pensions & Investments’ “Top Performing Managers” of Morningstar’s Separate Account/CIT Fund Database for the third quarter of 2022.
- MIAM’s Total Return Value Strategy ranked 2nd for one-year returns and 7th for five-year returns in the Moderate Allocation category.
- MIAM’s Focused Fixed Income Value Strategy ranked 3rd in the Multisector Bond category for five-year returns.
- MIAM’s Concentrated Equity Value Strategy ranked 3rd in the Small Value category for one-year returns.
“Our research team continues to focus on identifying undervalued or out-of-favor businesses with the potential to produce outsized investment returns over time” said JP Geygan, co-portfolio manager and head of research. “The results we’ve achieved this year are especially notable given the extremely challenging economic and market backdrop, where the S&P 500 has declined nearly 20% and the Bloomberg US Aggregate index has declined nearly 15%. True to our principles, we’ve preserved capital through turbulent times.”
MIAM has been named to Pensions & Investments’ “Top Performing Managers” list for multiple consecutive quarters.
The Pensions & Investments list can be found here.
About Milwaukee Institutional Asset Management
Milwaukee Institutional Asset Management provides portfolio management services to institutional clients, primarily registered investment advisors and broker-dealers. Portfolio management services are offered through separate accounts, allowing for customizability, transparency, and tax efficiency. MIAM interfaces with institutional clients either as a subadvisor or third-party advisor through a wide variety of custodians.
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