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Stocks•7 April 2026•

1 min read

Veteran Fund Manager Identifies Top Value Stock Picks Amid Market Rotation

Key Facts

1Ari Sass, manager of the M.D. Sass Concentrated Value ETF, identified Williams and Henry Schein as bargain stock opportunities.

2Value stocks have outperformed growth stocks in 2026, with the Vanguard Value ETF up 3.3% while the Vanguard Growth ETF has fallen 9.5%.

3The fund manager is focusing on finding companies with reasonably priced growth amidst market volatility.

Ari Sass, manager of the M.D. Sass Concentrated Value ETF, has identified Williams (WMB) and Henry Schein (HSIC) as significant bargain opportunities in the current market. This selection comes as value stocks demonstrate resilience, significantly outperforming growth stocks throughout 2026. Specifically, the Vanguard Value ETF (VTV) has gained 3.3% year-to-date, while the Vanguard Growth ETF (VUG) has experienced a sharp decline of 9.5%. Sass's investment strategy focuses on identifying companies that offer sustainable growth at reasonable valuations amidst market volatility. The ongoing market environment has triggered a notable rotation, leading investors to seek refuge in fundamentally strong assets. These picks highlight a broader trend where professional managers are prioritizing value and stability over high-multiple growth stocks.

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