Although Sound Shore's performance has slipped in recent years, its experienced management and reasonable approach should allow it to rebound. Still, the Morningstar Analyst Ratings for both share classes have been downgraded to Bronze.
Will SSHFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.