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Morningstar

Sound Shore Institutional SSHVX Fund Analysis

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

Morningstar’s Analysis SSHVX

Will SSHVX 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 SSHVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSHVX 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 SSHVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mixed record here.

null Gregg Wolper

Gregg Wolper

Summary

Sound Shore's managers and analysts boast an extraordinary level of experience and stability, but a lack of downside protection has contributed to so-so performance for the mutual fund and nearly identical separate account over the long run. The strategy’s People rating remains Above Average, while its Process rating has been downgraded to Average from Above Average.

by Gregg Wolper
Rated on Published on

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