M.D. Sass
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Insights

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

Concentrated Value

Commentary
Q2 2026 Commentary
Presentation
Jun 2026 Presentation
Fact Sheet
Jun 2026 Fact Sheet
Other
M.D. Sass Concentrated Value What Makes Us Different?
Other
ESG Policy Statement
Archived Memos

Fixed Income

Securitized Fixed Income Q2 2026 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

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

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

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M.D. Sass Brings High Conviction Value Strategy to ETF Market
Announcement

M.D. Sass Brings High Conviction Value Strategy to ETF Market

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SMArtX Advisory Solutions Q3 2025 Select List
Announcement

SMArtX Advisory Solutions Q3 2025 Select List

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Concentrated Value Crosses Two Billion in Assets Under Management
Announcement

Concentrated Value Crosses Two Billion in Assets Under Management

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M.D. Sass Announces the Hiring of Shimeng Yu as Senior Equity Analyst
Announcement

M.D. Sass Announces the Hiring of Shimeng Yu as Senior Equity Analyst

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

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

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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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