Morningstar

Sound Shore Investor SSHFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Sound Shore Investment Hub

Morningstar’s Analysis SSHFX

Will SSHFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSHFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sound Shore Promotes Two Analysts to Manager; Founders to Step Back

null Gregg Wolper

Gregg Wolper

Analyst Note

Sound Shore Management announced on May 1 that longtime analysts David Bilik and Peter Evans, who have been at the firm for 21 and 19 years, respectively, have been promoted to portfolio manager of the firm’s sole mutual fund, Sound Shore. They join John DeGulis, Harry Burn, and Gibbs Kane as managers.

by Gregg Wolper
Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center