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When Less is More: The Case for Concentrated Equity Strategies

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When Less is More: The Case for Concentrated Equity Strategies

The information presented in this article contains general market commentary of Martin D. Sass, Chairman and Chief Executive Officer of M.D. Sass. This article does not constitute an offer to sell securities or the solicitation of an offer to purchase securities. Past performance is not indicative of future performance, and there is no guarantee that investments or strategies discussed in this article will be profitable. An investment in the discussed strategy or any of the securities discussed herein carries risk and could ultimately result in a loss. The strategy and specific securities identified and described do not represent the sole strategy or all of the securities purchased, sold, or recommended by M.D. Sass. Furthermore, there is no guarantee that the referenced strategies are still utilized by M.D. Sass on behalf of its clients.

Certain statements contained in this article may contain “forward-looking statements,” which involve risks and uncertainties. These risks and uncertainties could cause actual results or outcomes to differ materially from those expressed in the forward-looking statements. M.D. Sass' expectations, beliefs and projections are expressed in good faith and are believed to have a reasonable basis, but there can be no assurance that these expectations, beliefs or projections will result or be achieved or accomplished.

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