Concentrated Value Crosses Two Billion in Assets Under Management

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 they unfold.

“We are pleased with the steady growth in assets under management since the strategy’s inception in January 2019, especially as it underscores the value we’ve created for our clients, evidenced by our strong cumulative returns relative to benchmarks such as the Russell 1000 Value, Russell Midcap Value, and the S&P 500,” said Ari Sass, Portfolio Manager of Concentrated Value. “I am incredibly proud of our team’s unwavering commitment to core principles, including intellectual honesty, independent thinking, and a dedication to understanding perceptions versus reality.”