Finding Value Outside The Bounds Of Conventional Wisdom Since 1972
Learn MoreIndependent, boutique investment firm
With a commitment to invest our own capital alongside that of our clients.
Dedicated and experienced team
With average tenure at the firm over 15 years and 50% minorities and/or female.
Founded in 1972
With experience managing various asset classes through multiple economic and market cycles.
About Us
M.D. Sass is an independent asset management firm that has been creating highly differentiated investment strategies for over 50 years.
Clients include Fortune 500 companies, pension funds, endowments and foundations, and high net worth individuals
OUR INVESTMENT STRATEGIES
A Differentiated Approach to Traditional Asset Classes
Whether it’s high-conviction equities or specialized structured credit, we conduct rigorous research to find exceptional investment opportunities while controlling risk.
Concentrated Value
Our high conviction, opportunistic U.S. equity strategy, Concentrated Value, maintains a focused portfolio of approximately 20 predominantly large and mid-cap stocks.
Learn MoreStructured Fixed Income
With over 30 years of specialization in securitized fixed income, our team focuses on identifying value-added opportunities across the spectrum, from Agency Mortgage-Backed securities to Non Agency and Asset-Backed securities.
Learn MoreGuiding Principles
Intellectual Honesty as a Cornerstone
Intellectual honesty is at the core of our culture. We believe in proactively admitting when we're wrong and sharing information, even when it challenges our initial thesis.
Deep Understanding of Fundamentals
Deep understanding of business fundamentals is crucial for long-term investors; attractive valuations are important, but valuation is an observation, not a thesis.
Guiding Principles
Our principles shape our decisions, drive our actions, and position us as a trusted partner in the world of asset management.
Continuous Improvement
We strive to continuously improve our process by reflecting on past successes and failures and differentiating between skill and luck in our outcomes.
Adherence to Process
During times of crisis, time horizons compress yet that is the exact time they should expand.
Fostering Positive Change Through Values-Driven Initiatives
We take pride in our role as founders and leaders of philanthropic institutions that focus on healthcare and education.
M.D. Sass Investment Institute
Experiential learning initiative in finance and investments at the Murray Koppelman School of Business at Brooklyn College.
Partnerships
M.D. Sass is dedicated to fostering the growth of new and early-stage asset management businesses with a distinctive approach. With over 50 years of operational prowess, we have initiated and developed 34 investment management ventures across various strategies, geographies, and sectors. Our track record includes successfully building and divesting from investment managers with a cumulative AUM exceeding $35 billion.
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