M.D. Sass
About Us

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 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

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 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

Adherence to Process

During times of crisis, time horizons compress yet that is the exact time they should expand.