Address And Details

8 Sound Shore Dr. , Greenwich, CT 06836
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

The investment objective of Sound Shore Fund, Inc. (the "Fund") is growth of capital. The Adviser seeks to meet the Fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The Adviser considers Large Cap companies to be those with market capitalizations in excess of $10 billion at the time of purchase ("Large Cap"). The Adviser considers Mid Cap companies to be those with market capitalizations between $1 billion and $10 billion at the time of purchase ("Mid Cap"). The Fund may, from time to time, have significant exposure to one or more sectors of the market. As of December 31, 2019, the Fund had invested 31% of its net assets in the Financials sector. The investment strategy is built upon three components:

Net Asset Value

as of 5:19 PM ET 10/22/2021

Performance

  • 1 Week
  • +1.35%
  • 1 Month
  • +5.48%
  • 3 Months
  • +6.07%
  • 1 Yr Return
  • +31.17%
  • 5 Yr Return
  • +17.07%

Equity Sector Breakdown

Finance 28.02%
Health 16.23%
Technology 11.43%
NonDurables 7.68%
ConsumerDurables 6.52%
RetailTrade 6.26%
Energy 3.91%
IndustrialCyclical 3.83%
Utilities 3.47%
Services n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 97.81%
ForeignStocks 14.91%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 683.20 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -6.75 -6.58 -4.07
Beta 1.13 1.11 1.13
R Squared 0.90 0.90 0.90
Std Deviation 22.41 17.90 15.84
Sharpe Ratio 0.50 0.63 n/a

Purchase Information

as of 5:12 PM ET 10/21/2021
Minimum Initial $10000
Minimum Additional $0
Minimum Initial IRA $2000

Performance

Timeframe Average Annual Current Performance Monthly As Of 09/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 09/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +42.76%
  • +42.76%
+42.76% +42.76%
3 Year
  • +9.73%
  • +9.73%
+9.73% +9.73%
10 Year
  • +13.87%
  • +13.87%
+13.87% +13.87%
Life Of Fund
  • +10.91%
  • +10.91%
+10.91% +10.91%

Top 10 Holdings

Symbol Company Name % Of Assets
FLEX FLEX LTD 4.32%
PRGO PERRIGO CO PLC 3.90%
VST VISTRA CORP 3.47%
Y ALLEGHANY CORP 3.39%
NXPI NXP SEMICONDUCTORS NV 3.19%
CI CIGNA CORP 3.11%
MS MORGAN STANLEY 2.99%
COF CAPITAL ONE FINANCIAL CORP 2.85%
FISV FISERV INC 2.85%
MGA MAGNA INTERNATIONAL INC 2.83%

LATEST NEWS

Recent Articles from TheStreet

AT&T Lead

Guilfoyle: AT&T Results Leave Traders With a Choice

An eventual cut in dividend would be painful but healthy for future of telecom

facebook (3)

Facebook Tops Q3 Earnings Forecast, Falls Light on Revenues As Apple Privacy Changes Bite

Facebook missed Street revenue forecasts, and said sales growth would slow over the final months of the year, as Apple's privacy changes hit social media ad sales.