Portfolio manager Peter Evans spoke with Value Investor Insight about portfolio holding Teva Pharmaceutical. Despite strong performance in 2025, Peter believes even brighter days are ahead for the specialty drug maker.
Portfolio Manager John DeGulis recently spoke with Bottom Line Personal and shared his strategies for identifying undervalued stocks as well as some of his favorites right now. Please click the title link or image above to read the article.
Learn how Sound Shore’s disciplined, fundamental value strategy has evolved over the decades and how their team embraces technology and change in a market obsessed with momentum and artificial intelligence.
Portfolio Managers Peter Evans, John DeGulis and David Bilik were recently interviewed by The Wall Street Transcript. They discuss how they have navigated the market’s recent volatility and how market dislocations create opportunities to invest in undervalued companies. As disciplined value investors, Sound Shore embraces disruption which often leads to a truly differentiated portfolio. Please click the title link above for the entire interview.
Portfolio Manager John DeGulis was a guest on Asset TV’s Boutiques connect where he highlighted drivers of performance in Sound Shore’s portfolio and where the firm’s disciplined fundamental value strategy is finding opportunities to create value in the years ahead.
Sound Shore Management’s investment team discusses the evolution of the Firm, its disciplined fundamental value strategy and how focus and a contrarian mindset have been keys to their long-term success as an extension of their clients’ investment office.
Portfolio Managers John DeGulis, Peter Evans and David Bilik were recently interviewed by The Wall Street Transcript. The trio detail Sound Shore’s investment process and valuation discipline. They also highlight how the firm’s culture embraces change in both companies and industries when the market typically fears such disruption. Please click the title link above for the entire interview which includes specific insights for some of our holdings.
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 0.95% 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.