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Investment Strategies: Equities

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.

  • Relative Value Equities Strategy

    Our Equity Strategy emphasizes relative value across the capitalization spectrum and seeks to take advantage of temporary irrational pricing behavior in individual stocks.

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  • Equity Income Plus

    Utilizing covered call option writing against dividend paying large and mid-cap equities. A covered call option writing equity strategy that emphasizes current income and appreciation while emphasizing downside protection.

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