John Frederick Dalton

Analyst-Equity at

Managed Asset Portfolios LLC

Finance

Consumer Services

Profile

Mr. John F.
Dalton, CFA MBA, is an Assistant Portfolio Manager at Managed Asset Portfolios LLC.
(MAP).
He has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006.
He also services a select number of MAP’s Chicago area clients.
Previously, he worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
He earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago.
He is a Chartered Financial Analyst, member of the CFA Society of Chicago and Registered Investment Advisor Representative.

John Frederick Dalton active positions

Companies	Position	Start
Managed Asset Portfolios LLC Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities.	Analyst-Equity	01/01/2006

All active positions of John Frederick Dalton

Former positions of John Frederick Dalton

Companies	Position	End
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2005

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Linked companies

Private companies	4
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marquette University Marquette University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Managed Asset Portfolios LLC Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities.	Finance