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 SSHVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
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.
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.
The Parent Pillar is our rating of SSHVX’s parent organization’s priorities and whether they’re in line with investors’ interests.