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 03/31/18. The fund's latest filing disclosed 821MM in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/18. The fund's latest filing disclosed 821MM in positions, representing 39% of the manager's regulatory AUM.
MD SASS INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MD SASS INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NRG | 5.26% | Utilities | 4.15% | -0.04% | 0 | 12% | ||
| PHG | 5.06% | Industrials | 18.64% | 0.86% | 1 | 5% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
MD SASS INVESTORS Portfolio Concentration
MD SASS INVESTORS Location
1185 AVENUE OF THE AMERICAS
18TH FLR
NEW YORK, New York
UNITED STATES, 10036
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: http://www.mdsassfunds.com
Fax Number: 212-764-0381
Website: http://www.mdsassfunds.com
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