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  233.22
+4.06 (1.77%)
AAPL  278.85
+1.30 (0.47%)
AMD  217.53
+3.29 (1.54%)
BAC  53.65
+0.66 (1.25%)
GOOG  320.12
-0.16 (-0.05%)
META  647.95
+14.34 (2.26%)
MSFT  492.01
+6.51 (1.34%)
NVDA  177.00
-3.26 (-1.81%)
ORCL  201.95
-3.01 (-1.47%)
TSLA  430.17
+3.59 (0.84%)
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.