About Us
Finding value outside the bounds of conventional wisdom since 1972
About M.D. Sass
M.D. Sass is an independent asset management firm that has been creating highly differentiated investment strategies for over 50 years with experience managing various asset classes through multiple economic and market cycles. 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.
Intellectual Honesty as a Cornerstone
Intellectual honesty is at the core of our culture. We believe in proactively admitting when we’re wrong and sharing information, even when it challenges our initial thesis.
Conviction
We believe investing in situations where we have a high degree of conviction enables us to exploit periods of market dislocations even when it feels uncomfortable.
Deep Understanding of Fundamentals
Deep understanding of business fundamentals is crucial for long-term investors; attractive valuations are important, but valuation is an observation, not a thesis.
Adherence to Process
During times of crisis, time horizons compress yet that is the exact time they should expand.