Alignment with Our Investors
Sound Shore is 100% employee-owned.
The firm’s profit sharing plan, which includes all partners and full-time employees, is 100% invested in the Sound Shore Fund.
Time Tested Strategy
Systematic valuation discipline.
Intense fundamental research.
Commitment to our contrarian investment style since 1978.
Long-Term Investment Approach
Sound Shore’s goal is to create and preserve wealth for our investors.
Our steadfast approach resists market timing, investing in fads and the power of our consistently applied value process provides an opportunity for investments to compound over time.
Why Sound Shore?
Sorting the 9/30/22 Morningstar US Open End Mutual Funds
24,449
mutual funds
6,039
actively managed domestic equity funds
1,817
with 20+ year history
1,160
outperformed the Morningstarl Large-Cap Value category for 10 years
555
have an expense ratio less than or equal to 0.93%
458
are true no-load funds
7
average manager tenure longer than 25 years
6
still open to new investors
1*
Sound Shore
Fund
*Sound Shore Fund is the only fund advised by a firm whose sole focus is on a single strategy.
© 2022 Morningstar, Inc. & Morningstar Principia June 30, 2022. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Sound Shore Team
Experience, Depth, Full-Cycle Tested
Sound Shore’s Investment Committee whose members are all partners is responsible for the oversight of our investment process. Our investment team is a seasoned group, each with decades of equity investing experience . We typically assign a research team of two to each stock, a structure that provides balanced, accountable and efficient decision making. Sound Shore's distinct investment process allows us to identify stock-specific opportunities that are overlooked by other investors.
Sound Shore's investment team and performance are full cycle tested. We have been managing institutional separate accounts since our 1978 founding, and have invested through the full range of market conditions. Our results confirm the merits of consistently sticking to a contrarian investment process over complete market cycles.
Investment
HARRY BURN, III - MBA, CFA
Partner, Co-Chairman, Portfolio Manager
Founded the firm 1978
Prior Employment: Chase Investment Counsel
Education: University of Virginia; Colgate Darden Graduate Business School
T. GIBBS KANE, JR. - CFA
Partner, Co-Chairman, Portfolio Manager
Founded the firm 1978
Prior Employment: Manufacturers Hanover Trust Company
Education: University of Pennsylvania (Wharton)
JOHN P. DeGULIS - MBA
Partner, President, Portfolio Manager
Joined the firm 1996
Prior Employment: Morgan Stanley & Co., Inc.
Education: Northwestern University; Columbia Business School
DAVID B. BILIK - MBA
Partner, Analyst
Joined the firm 2003
Prior Employment: Morgan Stanley
Education: Williams College; Columbia Business School
JAMES F. CLARK - MBA
Partner, Analyst, Head of ESG Committee
Joined the firm 2004
Prior Employment: Credit Suisse First Boston
Education: Williams College; Harvard Business School
PETER B. EVANS - MBA, CFA
Partner, Analyst
Joined the firm 2005
Prior Employment: American Express
Education: Dartmouth College; Columbia Business School
MICHELLE A. KOLLEY
Trader
Joined the firm 2003
Prior Employment: UBS
Education: New York University
ELLEN S. SMOLLER
Partner, Head Trader
Joined the firm 1984
Prior Employment: Massachusetts Financial Services
Education: Boston College
Administration / Client Service
MARLISE A. DUNNE
Client Service & Portfolio Administrator
Joined the firm 1989
Prior Employment: Champion International
Education: Gibbs College
ERIN J. GUIDA
Marketing & Client Service
Joined the firm 2000
Prior Employment: Fonda, Inc.
Education: State University at Oneonta
LOWELL E. HAIMS - MBA, CFA
Partner, Chief Administrative & Compliance Officer
Joined the firm 2005
Prior Employment: GE Asset Management
Education: Lehigh University; Columbia Business School
CHRISTIANA H. JOHNSON
Portfolio Administrator
Joined the firm 1988
Prior Employment: Drexel Burnham Lambert
Education: George Washington University
BETH M. PASQUALI
Client Service & RFP Coordinator
Joined the firm 2007
Prior Employment: The Pittston Company
Education: Sacred Heart University
MAYO T. SMITH
Head of Client Service
Joined the firm 2013
Prior Employment: Breeden Capital Management
Education: Muhlenberg College
SHANNA S. SULLIVAN
Partner, Vice President & Treasurer
Joined the firm 1979
Prior Employment: Bradford Trust Company
Education: University of Connecticut
KEMIN ZHOU, CFA
Project Manager, Portfolio Data Analyst
Joined the firm 2000
Prior Employment: Intuit, Inc.
Education: Winona State University