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Investment Strategies: Alternative Strategies

[ Strategy for Growing Startup and Early Stage Investment Managers ]

We provide capital as well as the expertise and infrastructure of the M.D. Sass organization to start-up or purchase investment management companies.


To capitalize on the skills, track record and capabilities of the M.D. Sass organization in the development and building of niche, alternative investment and non-traditional "edge strategies" that exploit market inefficiencies.

Investment Strategy

  • Lift-outs of investment teams or businesses
  • Early stage investments in start-up asset management firms
  • Investments in existing small and mid-sized investment management companies
  • The M.D. Sass Edge

  • Since its inception, M.D. Sass has started, grown and sold its stake in investment managers with over $25 Bn in Assets Under Management
  • 45 years of operating expertise in starting and building 33 investment management strategies covering a broad range of investment products
  • Network of institutional relationships and distribution channels
  • M.D. Sass has the infrastructure, brand, and experience to accelerate the growth of its portfolio businesses

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