Sound Shore applies a consistent, disciplined fundamental value investment strategy to meet the needs of both institutional and individual investors. Our institutional clients consist of corporate pension plans, public employee retirement plans, sovereign pension funds, foundations and endowments. Always actively managed, our investment vehicle options include:
Sound Shore Mutual Fund
In 1985, Sound Shore launched a “no-load” mutual fund to meet the needs of individual investors and institutions. The firm’s employees, as well as our profit-sharing plan are invested the Sound Shore Fund.
For more information please email us or call us at (800) 551-1980. (Monday - Friday, 8 AM - 6 PM EST)
Separately Managed Accounts
We offer individually managed, discretionary accounts for institutions and high net worth individuals. Each account is customized to a client’s needs and may incorporate geographic, concentration or ESG factors.
For more information please email us or call us at (203) 629-1980.
Collective Investment Trust
The Sound Shore CIT is a tax-exempt vehicle of pooled accounts that is available only to employer-sponsored retirement plans, such as 401(k) plans and governmental plans. SEI Trust Company (the “Trustee”) serves as the Trustee of the Sound Shore CIT and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund, based on the investment advice of Sound Shore Management, the investment advisor to the Fund. Further information is described in the Declaration of Trust.
For more information please email us or call us at (203) 629-1980.
Commingled Fund
The Sound Shore Commingled Fund is offered to high net worth individuals, foundations, endowments and other institutions.
For more information please email us or call us at (203) 629-1980.