Portfolio Manager John DeGulis was a guest on Asset TV’s Boutiques Connect where he outlined the opportunities that Sound Shore’s disciplined fundamental value strategy is uncovering in an uncertain market.
Portfolio Manager John DeGulis was a guest on the Colossus Business Breakdowns podcast, discussing Vistra Corp. He touches on the rapid evolution of the renewables industry, how electricity is produced and distributed across the nation, and the role of technology in securing the future of energy.
Sound Shore’s John DeGulis, Peter Evans and David Bilik were recently interviewed by The Wall Street Transcript. Discussed in the article are details about our investment process, where Sound Shore’s contrarian mindset is identifying value in the market, and how clients benefit from our role as an extension of their investment offices. Please click the title link above for the entire interview which includes specific insights for some of our holdings.
For the second consecutive year, we’re happy to announce that Sound Shore Management has been placed on CNBC’s Financial Advisor 100 for 2020. The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering financial services that help clients navigate their financial lives.
We’re honored to announce that Sound Shore Management has been named to CNBC’s 2019 FA 100 list. This list recognizes those advisory firms that find ways to work closely with clients to help them navigate through their financial goals. Please click the title link above to view the list and ranking criteria.
Sound Shore’s John DeGulis was recently interviewed by The Wall Street Transcript. Discussed in the article are details about our investment process, Sound Shore’s contrarian value mindset, and the importance of knowing what you own. Please click the title link above for the entire interview which includes specific insights for some of our holdings.
We are pleased to announce that the Sound Shore Fund was selected to Money Magazine’s, 2018 Money 50 list. This marks the 21st consecutive year that Money has recognized the Sound Shore Fund on its list of “recommended mutual funds (and exchange-traded funds) to construct a well-diversified portfolio for the long term”.
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. As stated in the current prospectus, the Fund’s annual operating expense ratio (gross) is 0.93% for the Investor Class. For the Fund's most recent standardized performance information, click here, here for the top 10 holdings and related information, and here for the adviser’s most recent assets under management data. The Securities & Exchange Commission does not approve offerings.