Our Firm
At Sasco Capital, we employ a time-tested, contrarian approach to value investing. Below are a few statistics and numbers that help tell our story, and what sets us apart from other active managers that invest in the small, smid and mid cap market segments.
Sasco Capital By The Numbers
-
19
The inception year for our Mid Cap value strategy’s track record, which predates our firm’s launch and traces back to our days managing IBM’s corporate pension assets. -
The average years of experience of our portfolio management team.
-
The average number of years our portfolio management team has worked at Sasco Capital.
-
The maximum number of stocks we hold in our concentrated strategy. We view concentrated portfolios of high conviction ideas as an optimal way to generate alpha for our clients.
-
.6
%
The measurement of active share in our Mid Cap value portfolio. Our Small and Smid Cap portfolios have similarly high levels. -
.0
%
The average five-year turnover for our flagship mid cap value strategy. By managing high-conviction, low turnover portfolios, we minimize the tax bite in our taxable accounts. -
+
The average number of private meetings we hold between our investment team and corporate management teams to source new ideas for the portfolio and monitor existing holdings. We don’t add a stock to the portfolio, if we haven’t had a private meeting to get to know management first.