About Us

Sound Shore Management, Inc. is an independent and employee owned investment advisor that has been registered with the SEC since its founding in 1978. The firm relocated from New York City to its current Greenwich, CT location in 1983, long before it became popular to be headquartered outside of Manhattan. Perhaps a sign of the Firm’s contrarian nature. Sound Shore’s investment strategy is focused - disciplined fundamental value equity. As of September 30, 2021, the firm had $4 billion assets under advisement. A true boutique asset manager, this single strategy is all that we do. Our clients include institutions and private wealth advisors. In addition to managing customized separate accounts, we offer commingled funds and have served as advisor to the Sound Shore Fund, a no-load mutual fund, since its inception in 1985.

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 9/30/21 Morningstar US Open End Mutual Funds

24,768
mutual funds

6,542
actively managed domestic equity funds

1,615
with 20+ year history

1,327
outperformed the Russell 1000 Value for 15 years

519
have an expense ratio less than or equal to 0.93%

446
are true no-load funds

7
average manager tenure longer than 25 years

5
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.

© 2021 Morningstar, Inc. & Morningstar Principia September 30, 2021. 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

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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

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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)

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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, CPA, 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