Hedge Fund - MD Sass

M.D. Sass, founded in 1972, is an asset management firm specializing in creating investment strategies for over 47 years. They manage portfolios directly and partner with early-stage managers to develop innovative investment ventures. The firm serves pension funds, insurance portfolios, endowments, charitable funds, and high-net-worth individuals, and also makes venture capital and private equity investments in North America and Australasia.

Martin D. Sass, the Founder, Chairman of the Board, and Chief Executive Officer of MD Sass boasts a distinguished career in investment management spanning back to 1963. He has played a pivotal role in launching 34 investment management businesses and strategies, overseeing transactions involving approximately $35 billion in assets under management (AUM). His career highlights include serving as President and Chief Investment Officer of Neuwirth Management and Research Corporation and founding the Special Situations Division at Argus Research Corporation. Additionally, he has held director roles at Taurus Funds Management Pty Limited and New Holland Capital Pty Limited. Beyond his professional achievements, he is actively engaged in philanthropy, serving as Chairman of The SASS Foundation for Medical Research and Vice Chairman of the Brooklyn College Foundation, where he also chairs the Investment Committee. He is the founder of the M.D. Sass Investment Institute. He earned his B.S. from Brooklyn College.

M.D. Sass is a hedge fund managing $4,480,401,537 in discretionary assets for 64 clients, as reported in their Form ADV on March 28, 2024. Their Q1 2024 13F filing disclosed holdings of $886,712,181 in managed 13F securities, with a top 10 holdings concentration of 55.6%. The fund's largest holding is 188,088 shares of VANGUARD 500 INDEX FUND-ETF Shares.