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Investment Strategies: Alternative Strategies

[ Long/Short Equity Strategy ]

An equity-oriented strategy that uses hedging to control risk and to seek consistency of attractive returns.


To earn superior, long-term capital appreciation in well-researched equities.

Investment Strategy

  • Flexible and opportunistic approach to equities (long and short) across market capitalizations and investment styles
  • Intensive focus on proprietary in-depth fundamental research performed on a company-by-company basis
  • Long-bias, with shorts and active asset allocation employed to control risk
  • The M.D. Sass Edge

  • Managed equities through all types of markets, all equity investment styles and capitalizations
  • Intensive focus on proprietary in-depth research
  • Combination of nontraditional skills, backgrounds and experience
  • Extensive network of contacts
  • Long-term investment process, philosophy and strategy

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