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Investment Strategies:

At M.D. Sass, our principals invest their own capital in all the firm's strategies offered to our clients. The result: a mutuality of interests that aligns our goals with those of our clients. Whether it's Equities, Fixed Income, Alternative Strategies, Mutual Funds, each of our investment strategies is managed by a highly-focused team of professionals who are among the most talented and experienced in their discipline.

Roll your mouse over the investment strategies listed above to learn more.


In structuring common stock portfolios, as with other investment classes, M.D. Sass focuses on discovering hidden strengths and controlling risk. Our investment objective is to outperform the broad market in down markets and over a full market cycle.

Fixed Income

M.D. Sass bond portfolios, which invest exclusively in high-quality securities, employ an investment approach that combines risk management and return enhancement strategies.

Alternative Strategies

Whether it's early-stage venture capital investing or private equity investments in mature, distressed entities, MD Sass has a 29-year track record in developing and acquiring companies.

M.D. Sass has over 40 years of operating expertise in financial services and a 29-year track...

Mutual Funds