SMArtX Advisory Solutions Q3 2025 Select List

We are pleased to share that M.D. Sass Concentrated Value has been selected as Gold Status within the Large-Cap Value category for the SMArtX Advisory Solutions Q3 2025 Select List.

The SMArtX Select List is the product of a proprietary quantitatively driven screening process designed to identify equity strategies that have the highest probability of generating excess return over an assigned benchmark per unit of downside risk.

The Select List employs four quantitative metrics to assess strategies, including Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency.