By Ari Sass
NEW YORK — M.D. Sass, LLC launched the M.D. Sass Concentrated Value Fund (ISIN: IE000GK9WV20 – Bloomberg: MSCVEIU: ID) on 1 July 2026 with institutional capital from endowments, family offices and wealth managers in Europe and the UK. The Fund provides European and UK investors access to M.D. Sass’s high-conviction US value equity strategy, which …
By Ari Sass
M.D. Sass, the independent asset management firm founded and led by Martin D. Sass, today announced the launch of its first exchange-traded fund (ETF). M.D. Sass Concentrated Value (Ticker: SASS) will be managed by Ari Sass, President of the firm, and will mirror the Concentrated Value strategy he has managed for institutional clients since 2019. …
By Ari Sass
We are pleased to share that M.D. Sass Concentrated Value has been selected as Gold Status within the Large-Cap Value category for the SMArtX Advisory Solutions Q3 2025 Select List. The SMArtX Select List is the product of a proprietary quantitatively driven screening process designed to identify equity strategies that have the highest probability of …
By Ari Sass
We are excited to announce that M.D. Sass Concentrated Value has surpassed $2 billion in assets under management as the strategy nears its 6.5-year track record. This growth reflects our commitment to continuous improvement, and we remain focused on reinvesting in our business. We look forward to sharing more about several specific growth initiatives as …
By Ari Sass
We pleased to announce the appointment of Shimeng Yu as Senior Equity Analyst, who joined the equity team in early April. In her new role, Shimeng will support the firm’s equity research team as a generalist seeking long-term investment opportunities across sectors. Shimeng brings over a decade of investment experience across prominent hedge funds and …
By Ari Sass
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. New York, NY — February 26, 2025 — M.D. Sass is honored to share that our Short Term Agency and Intermediate Fixed Income strategies have received PSN Mortgage Backed Managers of the Decade awards as well as …
By Ari Sass
In February, Concentrated Value (“CV”) crossed $1B in AUM, an important milestone that coincides with our five-year track record achieved at the end of 2023. While assets under management has approximately doubled over the past year, we have reinvested a significant amount of the growth back into the business to enhance both our human and …
By Ari Sass
The conclusion of 2023 marked an important milestone for Concentrated Value – the 5th year anniversary of the strategy’s inception. This period has tested our philosophy and process amidst various challenges, including a pandemic, multiple interest rate cycles, inflation, geopolitical tensions, and significant market volatility. We are proud of the results we have achieved despite …
By Ari Sass
New York, NY — February 23, 2023 — M.D. Sass proudly announces its recognition as Managers of the Decade within PSN’s Mortgage Backed Universe for both its Short Term and Intermediate Agency strategies. This prestigious acknowledgment comes as a testament to M.D. Sass’s commitment to excellence and innovation in the fixed-income investment space. A …
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