Sound Shore Fund Institutional Class

The primary objective of the Sound Shore Fund Institutional Class is to achieve capital appreciation for its investors. To realize this goal, the fund's advisor implements a value-oriented investment strategy, primarily focusing its portfolio on common stocks of large and medium-sized companies. This strategic approach is built upon three core tenets: a disciplined methodology, a strong emphasis on managing risk, and a patient, long-term investment horizon. Although the fund predominantly invests in U.S. common stocks, it also maintains the flexibility to acquire U.S.-traded large and mid-cap securities from companies based internationally, including instruments such as American Depositary Receipts.