M.D. Sass

M.D. Sass Concentrated Value UCITS Fund Surpasses $120 Million in Assets Following July Launch

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 …

M.D. Sass Short Term Agency & Intermediate Strategies Named PSN Mortgage Backed Managers of the Decade

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 …

M.D. Sass Named PSN Mortgage Backed Managers of the Decade

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 …