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In the Press   [show all]

  • 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

Announcements   [show all]

  • M.D. Sass - Macquarie Launches AMERRA Capital

    M.D. Sass-Macquarie Financial Strategies, L.P., a joint venture between M.D. Sass and the Macquarie Group, today announced the launch of AMERRA   PDF

  • M.D. Sass and Macquarie Group Form New Joint Venture

    M.D. Sass and the Macquarie Group, a global financial services organization, today announced the establishment of...  PDF

  • Retirement of Hugh Lamle and Promotion of Ari Sass

    We thank Hugh Lamle for over 43 years of service.  more

Investment Outlook   [show all]

  • 1st Quarter 2018 Investment Outlook

    The first quarter of 2018 saw a sharp spike in stock and bond market volatility and weakness in those markets, reflecting geopolitical and trade concerns and worries about higher inflation and rising interest rates...  PDF

  • Fourth Quarter 2017 Investment Outlook

    As 2018 begins equities are posting record highs supported by broadening synchronized global economic growth...  PDF

  • Third Quarter 2017 Investment Outlook

    Whereas the U.S. has outpaced global growth over the past 8 years...  PDF

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