Craig Barney

Craig Barney, CFA, is a Senior Equity Analyst and Portfolio Manager at M.D. Sass Investors in New York, where he has been a key member of the investment team since 1998. He is responsible for portfolio management and conducting in-depth financial analysis, helping guide investment decisions and strategy for the firm's concentrated US equity portfolios. His role emphasizes rigorous bottom-up research and company-specific valuation work rather than broad macroeconomic bets.

Mr. Barney has particular expertise in evaluating US equities, with a focus on sectors where business models and drivers fall within the firm's core competency, such as consumer, financials, and technology companies, alongside special situations and value-driven opportunities. His investment approach centers on identifying attractive valuations and fundamentally strong companies, often interacting directly with management, competitors, and industry stakeholders to inform recommendations.

Before joining M.D. Sass, he was an analyst at Morgan Stanley, adding institutional experience to his expertise. He holds a Bachelor of Science in Business Administration from Villanova University and is a CFA charterholder, underscoring his deep analytical and financial skills. Over his 23+ years in the investment industry, Mr. Barney has distinguished himself through disciplined research and a track record managing portfolios across multiple market cycles.