Client log-in
log in
sign up

Investment Strategies:

At M.D. Sass, our principals invest their own capital in all the firm's strategies offered to our clients. The result: a mutuality of interests that aligns our goals with those of our clients. Whether it's Equities, Fixed Income, Alternative Strategies, Mutual Funds, each of our investment strategies is managed by a highly-focused team of professionals who are among the most talented and experienced in their discipline.

Roll your mouse over the investment strategies listed above to learn more.


In structuring common stock portfolios, as with other investment classes, M.D. Sass focuses on discovering hidden strengths and controlling risk. Our investment objective is to outperform the broad market in down markets and over a full market cycle.

Fixed Income

M.D. Sass bond portfolios, which invest exclusively in high-quality securities, employ an investment approach that combines risk management and return enhancement strategies.

Alternative Strategies

M.D. Sass has a long, successful track record in funding and deploying our experienced team, operating expertise and extensive network to empower exceptional entrepreneurial money managers. We help to grow startup and early stage money management companies and create new business opportunities....

Mutual Funds