M.D. Sass

M.D. Sass is an independent asset management firm established in 1972. The firm manages equity, fixed income, and alternative strategies for institutional and individual clients, including public funds, corporations, Taft-Hartley funds, endowments, foundations, private banks, and registered investment advisors. In addition to portfolio management, M.D. Sass partners with early-stage managers to develop new investment strategies and provides seeding for investment businesses. Its approach emphasizes identifying opportunities outside conventional market consensus through research and risk analysis. The firm also invests its own capital alongside that of its clients across a range of strategies. Registered as an investment adviser in the United States, M.D. Sass operates as a multi-strategy asset manager rather than a direct venture or private equity investor.

M.D. Sass is based in New York, NY, USA. The company also has offices abroad.