MD Sass Reaffirms Value Strategy Amid Tech and Healthcare Growth
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Asset manager MD Sass is maintaining its bullish stance on healthcare distributor Henry Schein while simultaneously initiating new positions in technology infrastructure and semiconductor sectors. The firm's concentrated value strategy highlights growth opportunities across diverse industries, including AI infrastructure and established hardware manufacturers. These moves reflect a broader investment approach focused on identifying undervalued assets with strong fundamentals within both traditional and emerging technology markets.
Timeline
MD Sass Maintains Bullish Stance on Henry Schein in Q2 Update Citing Growth and Valuation
NEW YORK, Aug. 31 (AP) — MD Sass released its second-quarter investor update for its flagship Concentrated Value Strategy on Monday, reaffirming a bullish thesis on healthcare distributor Henry Schein...
MD Sass Concentrated Value Strategy Takes New Stake in TD SYNNEX Citing AI Infrastructure Growth
NEW YORK — MD Sass Concentrated Value Strategy initiated a new position in TD SYNNEX Corporation (NYSE: SNX) during the second quarter of 2026, marking a significant entry into the technology distribu...
MD Sass Highlights Analog Devices as Key Investment in Second-Quarter Update
NEW YORK (AP) — MD Sass, a prominent value-oriented asset management firm, identified Analog Devices Inc. (ADI) as a compelling entry point in its second-quarter investor update for the flagship MD Sa...