Sound ShoreSSHFX

Morningstar Rating

Fund Research and Analysis

by Gregg Wolper

Sound Shore can get you where you want to go.

This offering has the traits that one looks for in a long-term core holding. Two of its managers have been running the fund for more than 20 years (a third manager, added in 2003, has been with the firm Read more

Kudos

Outstanding long-term performance.

Managers have extremely long tenures.

Advisor focuses entirely on investing rather than marketing or creating new funds.

Managers invest substantial amounts of personal money in fund. Read more

Risks

Management's willingness to go against the grain can lead it to lag rivals at times.

Rather compact portfolio means individual stocks get significant allocations, so the fund will be hurt if a few stumble badly. Read more

Strategy

Management seeks beaten-down stocks with solid fundamentals. It screens a universe of 1,250 U.S. equities to identify stocks trading at large discounts to their historic price multiples. Once it has Read more

Management

Managers Harry Burn and Gibbs Kane founded their firm in 1978 and have led this fund since its inception in May 1985. John DeGulis, an analyst here since 1995, was named a comanager of the fund in 2003. They work with a small group of in-house analysts. Read more

Inside Scoop

This fund doesn't do anything revolutionary, but it has usually been successful. It invests in undervalued stocks with good cash-flow characteristics. Its managers have Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more