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.
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