M.D. Sass was founded in March of 1972 on four key principles:

  • Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment

  • Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks

  • Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances

  • Our commitment to invest our own capital alongside that of our clients

Since then, we have started and grown 33 different investment businesses across a wide array of strategies.  Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.