Value proposition

Finding Value Outside The Bounds Of Conventional Wisdom Since 1972

M.D. Sass is an independent asset management firm that has been creating highly differentiated investment strategies for over 50 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles:

• Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment
• Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks
• Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances
• Our commitment to invest our own capital alongside that of our clients

Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.

Investment Management