Skip to main content

Milwaukee Institutional Asset Management Named in Top-Performing Managers of Separate Accounts by Pensions & Investments in 2022 Third Quarter Survey

MILWAUKEE, Jan. 03, 2023 (GLOBE NEWSWIRE) -- 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.

For Further Information Contact:
Kathleen Mackey
Global Value Investment Corp.
262-478-0640
info@gvi-corp.com
www.gvi-corp.com


Recent Quotes

View More
Symbol Price Change (%)
AMZN  203.80
-0.99 (-0.48%)
AAPL  261.49
-2.86 (-1.08%)
AMD  200.62
+0.50 (0.25%)
BAC  52.27
-1.09 (-2.05%)
GOOG  304.59
+0.65 (0.21%)
META  644.20
+0.98 (0.15%)
MSFT  397.42
-2.19 (-0.55%)
NVDA  185.97
-2.01 (-1.07%)
ORCL  156.64
+0.47 (0.30%)
TSLA  408.83
-2.49 (-0.60%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.