MD Sass

M.D. Sass Investors Services, Inc. is a New York-based asset management firm established in 1972. The firm is employee-owned and offers a range of investment services to high-net-worth individuals, financial institutions, corporations, endowment funds, foundations, and pension plans. M.D. Sass manages customized equity and fixed-income portfolios, along with mutual funds, hedge funds, private equity funds, and funds of funds. Its investment approach encompasses public equity, fixed income, and alternative markets, focusing on value stocks across various market capitalizations. The firm employs a combination of fundamental and quantitative analysis, utilizing specialized strategies in sectors that may be inefficiently priced. Additionally, M.D. Sass targets early-stage investments in small and mid-sized asset management firms, enhancing its diverse investment offerings.