Description

The primary objective of the Sound Shore Fund Institutional Class is to achieve capital appreciation for its investors. To realize this goal, the fund's advisor implements a value-oriented investment strategy, primarily focusing its portfolio on common stocks of large and medium-sized companies. This strategic approach is built upon three core tenets: a disciplined methodology, a strong emphasis on managing risk, and a patient, long-term investment horizon. Although the fund predominantly invests in U.S. common stocks, it also maintains the flexibility to acquire U.S.-traded large and mid-cap securities from companies based internationally, including instruments such as American Depositary Receipts.