M.D. Sass
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Insights

Fresh perspectives on our philosophy, process, performance, and portfolios

Concentrated Value

Fact Sheet
February 2024 Fact Sheet
Presentation
February 2024 Presentation
Commentary
Concentrated Value Q4 2023 Commentary
Other
M.D. Sass Concentrated Value What Makes Us Different?
Other
ESG Policy Statement
Archived Memos

Fixed Income

Commentary
M.D. Sass Securitized Fixed Income Market Review & Outlook 4Q 2023 Commentary
Fact Sheet
Short Term U.S. Government Agency Bond Fact Sheet
Fact Sheet
Agency Plus Fact Sheet Yield/Total Return/Quality
Archived Memos

News and Articles

Concentrated Value Crosses One Billion in Assets Under Management
Announcement

Concentrated Value Crosses One Billion in Assets Under Management

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Concentrated Value Reaches Five Year Track Record
Announcement

Concentrated Value Reaches Five Year Track Record

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

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

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