Press release content from Globe Newswire. The AP news staff was not involved in its creation.

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

PRESS RELEASE: Paid content from Globe Newswire
Press release content from Globe Newswire. The AP news staff was not involved in its creation.
January 3, 2023 GMT

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.