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Logan Capital Names Institutional Sales & Marketing MD; Osterweis' Bryan Wong Talks Small Caps on Money Life Podcast

March 14, 2024 | 1m 38s

Logan Capital appoints M. Elizabeth Fugler as new Managing Director of Institutional Sales and Marketing; Bryan Wong of Osterweis dives into small cap growth on Money Life with Chuck Jaffe; Family Dynasty Advisors dives into the differences between inherent and market value.

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Sound Shore Management, Inc. is an independent and employee owned investment advisor that has been registered with the SEC since its founding in 1978. Our contrarian investment strategy is focused - disciplined fundamental value equity. In addition to managing customized separate accounts, we offer commingled vehicles and have served as advisor to the Sound Shore Fund, a no-load mutual fund, since its inception in 1985.

Sound Shore’s consistent application of this disciplined, value-orientated investment style provides the opportunity for investors to reap the full-cycle rewards of the equity markets. We research companies selling at low absolute and relative valuations that have fallen out of favor with Wall Street but not lost long-term earning power. Our portfolio consists of approximately 35 carefully selected, attractively priced stocks where we have identified sustainable business models and company-specific drivers of value.

For over four decades, our experience has been there is no substitute for the judgment of a strong management team focused on the right variables to grow value and control risk. We engage with management teams frequently on a variety of issues, encouraging them to balance short-term forecasts and quarterly guidance with a focus on enduring goals that will sustainably improve their competitive advantage over time.

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Logan Capital Names Institutional Sales & Marketing MD; Osterweis' Bryan Wong Talks Small Caps on Money Life Podcast

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Logan Capital Names Institutional Sales & Marketing MD; Osterweis' Bryan Wong Talks Small Caps on Money Life Podcast

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