M.D. Sass is honored to share that our Short Term Agency and Intermediate Fixed Income strategies have received PSN Mortgage Backed Managers of the Decade awards as well as other accolades as part of the PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024.
M.D. Sass
投资管理
New York，NY 1,171 位关注者
Finding Value Outside The Bounds Of Conventional Wisdom Since 1972
关于我们
M.D. Sass is an independent asset management firm that has been creating highly differentiated investment strategies for over 50 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm 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 34 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.
- 网站
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https://www.mdsass.com
M.D. Sass的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 1972
- 领域
- Investment Management
地点
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主要
获取路线
55 W 46th St
28th floor
US，NY，New York，10036
M.D. Sass员工
动态
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We are pleased to share that that Concentrated Value (“CV”), our high conviction, opportunistic U.S. equity strategy, has surpassed $2B in assets under management. Since its inception 6 years ago, the strategy now ranks in the 5th percentile of the eVestment Large Cap Value universe. We believe CV can provide continued value-added returns in a differentiated portfolio of large and mid-cap stocks, with attractive diversification and the ability to outperform across a variety of market environments. The attached memo entitled “What Makes Us Different?" provides an overview of our approach. Please contact [email protected] if you’d like additional information. Past performance is not indicative of future results. M.D. Sass does not guarantee any minimum level of investment performance or the success of any of its investment strategies, and investors may incur losses. eVestment, a?Nasdaq?company, provides institutional investment data, analytics and market intelligence covering public and private markets. Peer Universe is defined as all institutional strategies that scope in the Large Cap Value universe. Number of strategies included in eVestment Large Cap Value Universe (322).
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M.D. Sass转发了
Today, we were lucky to hear from Brooklyn College alum Mr. Martin D. Sass, founder, chairman, and CEO of M.D. Sass—one of the top independent investment firms. Mr. Sass has built an impressive career, starting 34 investment businesses and overseeing deals managing around $35 billion. He’s also dedicated to giving back as Vice Chairman of the Brooklyn College Foundation and Chair of its Investment Committee. He even founded the M.D. Sass Investment Institute. So proud to see our incredibly successful former students David Asatryan Daniel Menendez at this event!!! Fun fact: Brooklyn College was called 'the poor man's Harvard' for its high-quality education and affordable tuition. Another fun fact: My Deans James Lynch Dr. Myles Bassell and I didn’t plan to match in gold, but great minds think alike! ;) Favorite advice from Mr. Martin D. Sass today: "You can’t win unless you get started" and "Work harder than anyone to reach your goals." #BrooklynCollege #cuny #AlumniImpact
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We are pleased to share our newly designed website www.mdsass.com. Building on the firm’s 50+ year history, this new look reflects the excitement with which we approach the future with our clients.