Sound Shore Management Inc. /ct/
Sound Shore Management Inc. is an independent and employee-owned investment adviser founded in 1978 and headquartered in Greenwich, Connecticut. The firm manages over $3 billion in assets and specializes in value-oriented investment strategies for institutional clients and individuals. Sound Shore Management is the advisor to the Sound Shore Fund (SSHFX) and also manages customized separate accounts and commingled vehicles. Its team includes partners and analysts with decades of experience, serving a primarily US-based clientele.
Investment Strategy
Sound Shore Management employs a focused, disciplined, fundamental value equity strategy. The firm executes a team-driven, bottom-up research process that seeks long-term investment opportunities by analyzing individual companies' fundamentals. Their contrarian approach identifies undervalued mid- and large-cap U.S.-listed equities and ADRs. They strive for outperformance over full market cycles while maintaining a rigorous focus on risk management. The investment process is characterized by company-specific research, strict fundamental valuation, and a long-term perspective.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | Citigroup Inc. | 4.08% | $119.6M | 1,405,016 | $70.94 | $85.12 | +$23.2M |
C COF | Capital One Financial Corp | 3.86% | $113.4M | 532,945 | $82.24 | $212.76 | +$5.8M |
C CTRA | Coterra Energy, Inc. | 3.80% | $111.4M | 4,388,365 | $24.10 | $25.38 | -$2.0M |
P PYPL | PayPal Holdings, Inc. | 3.51% | $103.0M | 1,386,566 | $75.96 | $74.32 | +$22.2M |
C CSX | CSX Corporation | 3.46% | $101.4M | 3,106,993 | $31.35 | $32.63 | +$9.8M |