M.D. Sass Investors Services, Inc. is an employee owned investment manager. The firm provides its services to financial institutions, state and local governments, endowment funds, foundations, investment companies, Taft Hartley funds, pension and profit sharing plans, and high net worth individuals. It manages separate client focused equity and fixed income portfolios along with mutual funds, hedge funds, private equity funds, and fund of funds. The firm invests in the public equity, fixed income, and alternative investment markets of the United States. It invests in value stocks of large-cap companies.The firm employs fundamental analysis along with a top-down approach to select ...
M.D. Sass Investors Services, Inc. is an employee owned investment manager. The firm provides its services to financial institutions, state and local governments, endowment funds, foundations, investment companies, Taft Hartley funds, pension and profit sharing plans, and high net worth individuals. It manages separate client focused equity and fixed income portfolios along with mutual funds, hedge funds, private equity funds, and fund of funds. The firm invests in the public equity, fixed income, and alternative investment markets of the United States. It invests in value stocks of large-cap companies.The firm employs fundamental analysis along with a top-down approach to select sectors and a bottom-up approach to select the securities for its equity portfolio mix. For its taxable fixed income portfolio, it invests in ultra high quality U.S. treasury, U.S. agency, and U.S. agency mortgage-backed securities (MBS). For its high yield asset backed securities portfolio, the firm invests in asset-backed and residential and commercial mortgage-backed securities, collateralized debt obligations, project finance securities, and related derivatives. M.D. Sass Investors Services was founded in 1972 and is based in New York City.
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Number of Employees:
25-100
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Annual Revenue:
$50-100 Million