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In the Press

  • M.D. Sass Short Term U.S. Government Agency Income Fund Receives 5-Star Overall Morningstar Rating

    M.D. Sass Short-Term U.S. Government Agency Income Fund (MDSIX), rated 5 stars within the Morningstar Short-Term Government category...  PDF

  • When Less is More: The Case for Concentrated Equity Strategies

    By Martin D. Sass CEO, M.D. Sass Warren Buffet once said, wide diversification is protection against...   more

  • Find Safe Yield In The Bond Market Minefield

    Hugh Lamle featured in the March 11, 2015 issue of Financial Advisor E-Newsletter.  PDF

  • The Case for U.S. Agency Mortgage-Backed Bonds

    Hugh Lamle featured in the February 1, 2015 issue of The Wall Street Journal.  more

  • Invested in Student Success

    ""Martin D. Sass '63, the company's founder, chairman, and CEO, has been a stalwart supporter of his alma mater, committed to helping its students gain opportunities to follow in his footsteps. His generous donation to Brooklyn College...""   more

  • M.D. Sass selected as PSN "Top Guns Manager of the Decade"

    The M.D. Sass Relative Value Equity (“RVE”) strategy has been selected as PSN Top Guns Manager of the Decade in the Large Cap Universe. See link below for more details.   PDF

  • Sass Program To See Brooklyn College Students Run Hedge Fund

    Business students at Brooklyn College will invest in and help manage a portfolio of securities under the supervision of experienced investment managers and security analysts.   more


    The nine year bull market and last two years of extremely low volatility were suddenly interrupted by a parabolic spike in the VIX "fear index" and violent -9.6% plunge in the S&P 500 index during the past ten days....  PDF

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