There is insufficient data to calculate a profile for MD SASS INVESTORS SERVICE INC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.


Md Sass Investors Service Inc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 33 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

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MD SASS INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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MD SASS INVESTORS Founders and Key Employees

Name Title In Position Since
Martin D. Sass Chairman/Chief Executive Officer/ Director March-1972
Hugh R. Lamle President/Director April-1974
Philip M. Sivin Chief Financial Officer, Senior Managing Director/Director July-2005
Bobby Liu Chief Operating Officer, General Counsel, Chief Compliance Officer & Secretary August-2006
Ari Sass Senior Vice President June-2010

MD SASS INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company
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MD SASS INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis/Investment Strategies

Our investment philosophy is to invest only where and when there is the potential to add value and where the related risk can be measured and controlled. This approach is applied to asset allocation decisions, as well as bond and equity selection. Our philosophy has remained constant over the years and emphasizes rotating between sectors in order to be opportunistic and achieve high returns with low risk.

New Heights

For New Heights, MDSIS generally pursues a value-oriented long/short equity strategy with a long bias. However, MDSIS may also make substantial opportunistic investments in other

strategies, including non-publicly traded equity securities and fixed-income instruments. MDSIS focuses on in-depth fundamental research, and through such research analyzes companies with attractive valuations. Emphasi...
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MD SASS INVESTORS Portfolio Concentration


MD SASS INVESTORS Contact Information

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