Press & What's New

Louis Rukeyser’s Mutual
Funds, June 2010
Sound Shore's disciplined, fundamental value investment process was recently profiled
click here.


Long-Term Value Investing

Sound Shore Management was founded on the belief that the pursuit of a disciplined, long-term value-oriented investment style provides the opportunity for investors to reap the rewards of the equity markets while maintaining a keen focus on risk. Our strategy is time tested and is built upon three critical components:

Disciplined Approach
Having experienced many periods of extreme optimism and pessimism over the past nearly thirty years as investment advisors of Sound Shore Management, we remain committed to our value style. We resist being either bullish or bearish, but rather remain alert to the opportunities that each market can provide. This discipline is a critical factor to our success over time.

Risk Aversion
We believe our low P/E value strategy is the ultimate controller of risk. We focus on financially sound companies that have under-performed, have lowered expectations and have lost their Wall Street sponsorship but not their earning power. Therefore risk is analyzed on a company by company basis, and the portfolio provides some protection from individual equity declines. Favorable risk ratings from financial service publications such as Morningstar for the Sound Shore Fund support our view that this strategy is less volatile.

Long-Term Investment Rewards
As long-term investors, we believe that the goal is to create wealth and preserve it. This requires a steadfast approach that resists market timing and investing in fads, and ultimately allows the power of a consistent investment style to compound over time. Importantly, our risk-averse nature does not preclude us from enjoying the benefits of investing in the stock market. A $10,000 investment in the Sound Shore Fund at inception in 1985 would now be worth over 114,400 as of June 30, 2010.* We continue to be significant shareholders in the Sound Shore Fund and invest virtually our entire profit sharing plan in the Fund every year.

*Past performance is not predictive of future results. For more information on performance, please see

The Performance & Distributions section.