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

February 4, 2024

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 …

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 Decade of Outstanding Performance

With 2023 marking the 30th anniversary of M.D. Sass’s Securitized Fixed Income platform, the accolade of being named Managers of the Decade by PSN is particularly meaningful. Through advanced structural analysis, proprietary quantitative work, and deep fundamental research, M.D. Sass has consistently delivered strong risk-adjusted results for its clients.

 

Recognition of Quality and Consistency

The PSN Top Guns List recognizes products across various universes based on their continued performance over time. M.D. Sass’s Short Term and Intermediate Agency strategies received top honors in their respective categories, underscoring their exceptional performance and consistency over the past decade.

 

Methodology and Ratings

PSN determines ratings based on gross returns, disregarding the impact of an adviser’s investment advisory fees. The ratings consider factors such as returns relative to style benchmarks, standard deviation, and performance over specific time periods. M.D. Sass’s strategies earned 2-star and 4-star ratings, reflecting their outstanding performance within the Mortgage Backed Universe.

 

A Message from Management

Lipkee Lu, Director of Fixed Income Investments at M.D. Sass, expressed gratitude for the recognition and highlighted the compelling opportunities present in the current market environment. With interest rates at historic lows and spreads widened, M.D. Sass remains poised to leverage its expertise and deliver continued value to clients.

 

About M.D. Sass

For over 50 years, M.D. Sass has been a leading boutique asset management firm known for its differentiated investment strategies. With a focus on rigorous fundamental research, the company manages over $5 billion across equity, fixed income, and alternatives strategies for a diverse client base.

 

About PSN

PSN has been a trusted resource for investment professionals for nearly four decades. Its comprehensive database provides valuable insights into separate accounts, managed accounts, and managed ETF strategies, enabling asset managers to effectively reach institutional and retail investors.

 

Important Disclosures

While M.D. Sass celebrates this recognition, it emphasizes that past performance is not indicative of future results. The company does not guarantee any minimum level of investment performance, and investors should carefully consider their objectives and risk tolerance before investing. Additionally, M.D. Sass does not provide tax or legal advice and cautions that opinions expressed herein are subject to change.

As M.D. Sass continues its journey of excellence in the fixed-income space, it remains committed to delivering value, consistency, and innovation to its clients.

For more information on M.D. Sass’s investment strategies, interested parties can contact Cris Posada, CFA, Senior Managing Director of Sales & Relationship Management, at cposada@mdsass.com or 646-378-8152.