M.d. Sass, Inc.

M.D. Sass, LLC is an investment management firm established in November 2023 and located in New York, NY. The firm specializes in managing private and public investment funds, separately managed accounts, and other investment vehicles with strategies including fixed income and equities. They manage regulatory assets under management of $2,169,635,374 as of February 28, 2025. M.D. Sass charges management fees based on assets under management and may negotiate fees below standard rates. The firm may accept accounts below the $5 million standard size, with fees of 1.00% for concentrated value equity accounts and 0.50% for fixed income accounts. Investment strategies include concentrated value equities and fixed income, with a focus on out-of-favor companies. M.D. Sass also manages the Saratoga Large Capitalization Value Portfolio and the Portable Alpha Fund, which invests in U.S. government agency securities. The firm acts as a fiduciary and may receive performance-based fees. Clients include corporate funds, high net worth individuals, and other substantial investors. M.D. Sass has not been involved in any legal or disciplinary events in the past 10 years. The firm exercises investment discretion and generally votes proxies in the best interest of clients. M.D. Sass does not participate in class action lawsuits for separately managed client accounts. The firm has not filed for bankruptcy and maintains financial stability. For more information, visit https://www.mdsass.com/.