Fund Facts

September 1, 1994

Fund Type:
Core Equity

I-shares Symbol: SLCVX

A-shares Symbol: SLVYX

C-shares Symbol: SLVCX

Institutional Adviser:
MD Sass Investors Services, Inc.

About MD Sass

Founded in 1972, MD Sass Investors Services, Inc. (MD Sass) is an independent, privately-owned investment manager advising assets for family offices, high net worth individuals, and institutional investors such as corporations, endowments and foundations.

Investment Style

In determining which securities to buy, hold or sell, MD Sass focuses its investment selection on finding high quality companies with compelling valuations, measurable catalysts to unlock value and above-average long-term earning growth potential.  In general, MD Sass looks for companies that have value-added product lines to help preserve pricing power, a strong history of free cash flow generation, strong balance sheets, competent management with no record of misleading shareholders, and financially sound customers.  Independent research is used to produce estimates for future earnings, which are inputs into MD Sass' proprietary valuation model.  MD Sass focuses its investments where it has a differentiated view and there exists, in its view, significant price appreciation potential to its estimate of a stock's intrinsic value.

Representative Clients

  • Hospital Sisters Health System Pension Fund

  • Ironworkers Locals 40, 361 & 417 Pension Fund

  • Van Andel Institute

  • The City of Coral Gables

The inclusion of representative client names, although approved by the clients, does not constitute a recommendation of the manager's services. Saratoga Capital Management, LLC has selected specific representative clients from the managers' client lists based on their universal name recognition; not all accounts are managed according to the investment styles of the Portfolios.