SOUND SHORE Overview
Sound Shore Management Inc is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 18 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 41% of the manager's regulatory AUM.
SOUND SHORE StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOUND SHORE Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
VST | 4.57% | Energy | 6% | 0.45% | 1 | 6% | ||
FLEX | 4.49% | Tech | -2.64% | -0.93% | 2 | 8% | ||
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SOUND SHORE Founders and Key Employees
Name | Title | In Position Since |
---|
Harry Burn | Co-Chairman/Director | May-1978 |
Theodore G. Kane | Co-Chairman/Director | September-1977 |
Shanna S. Sullivan | V.P.,Treas.,Sec./Director | December-1979 |
Lowell E. Haims | Chief Compliance Officer | June-2007 |
John P. Degulis | President | October-2003 |
James F. Clark | Analyst | June-2004 |
SOUND SHORE Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
Administrator | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
SOUND SHORE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies – Sound Shore has only one investment strategy: value investing in mid and large capitalization U.S.-listed equities. Sound Shore has utilized this framework since its founding in 1978.
Methods of Analysis – There are three critical parts to our bottom-up investment process:
1. Screening – Our investment team screens the largest U.S.-listed stocks to determine those with the lowest price/earnings multiples, both absolute and relative to a company’s own trading history.
2. Value Check – To the resulting opportunity set of stocks, our investment team then applies our “value check” methodology to confirm price attractiveness. This value check process includes current and historical ranges of price to cash flow, enterprise value to debt-adjusted cash flow, price to book, returns on invested capital, and, where relevant, sum of th...
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Investment Strategies – Sound Shore has only one investment strategy: value investing in mid and large capitalization U.S.-listed equities. Sound Shore has utilized this framework since its founding in 1978.
Methods of Analysis – There are three critical parts to our bottom-up investment process:
1. Screening – Our investment team screens the largest U.S.-listed stocks to determine those with the lowest price/earnings multiples, both absolute and relative to a company’s own trading history.
2. Value Check – To the resulting opportunity set of stocks, our investment team then applies our “value check” methodology to confirm price attractiveness. This value check process includes current and historical ranges of price to cash flow, enterprise value to debt-adjusted cash flow, price to book, returns on invested capital, and, where relevant, sum of th...
Unlock Full Investment Process Description
SOUND SHORE Portfolio Concentration
SOUND SHORE Location
8 SOUND SHORE DR., SUITE 180
GREENWICH, Connecticut
UNITED STATES, 06830-7242
GREENWICH, Connecticut
UNITED STATES, 06830-7242
SOUND SHORE Contact Information
Phone Number: 203-629-1980
Fax Number: 203-629-3680
Website: http://www.soundshore.com
Fax Number: 203-629-3680
Website: http://www.soundshore.com
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