MD SASS INVESTORS Overview

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 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 79% of the manager's regulatory AUM.

MD SASS INVESTORS StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MD SASS INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
COMM 5.18% Tech 21.32% 1.02% 1 9%
GLPI 5.15% Financials -5.47% -1.04% 1 8%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

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


6
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 Location

1185 AVENUE OF THE AMERICAS
18TH FLR
NEW YORK, New York
UNITED STATES, 10036

MD SASS INVESTORS Contact Information

Phone Number: 212-730-2000
Fax Number: 212-764-0381
Website:

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