SouthernSun Asset Management

Overview

Established in 1989, SouthernSun Asset Management is a research-driven investment management firm specializing in U.S. small and mid-cap equities. The firm employs a proprietary, bottom-up, on-site research approach to identify attractively valued companies with niche dominance, financial flexibility, and proven management teams. This strategy is governed by core principles emphasizing thoroughness, systematic methodology, critical reasoning, and patience. SouthernSun's investment philosophy centers on in-depth analysis of a company's financial strength, market position, and human capital. The firm believes that understanding each company as if they own the entire business is crucial for assigning proper valuations, identifying opportunities, and reducing investment risk. This approach compels the team to be thorough, diligent, and patient in their study of each individual company. The firm's culture is deeply rooted in its people, believing that excellent execution and a healthy culture are inextricably linked. SouthernSun strives to attain superior long-term returns for clients, outstanding client support, seamless operations, a culture of compliance, and a healthy and inclusive work environment for employees. Additionally, the firm is actively engaged in the Memphis community, working to help the city thrive. SouthernSun's flagship SouthernSun Small Cap Fund is rated five stars by Morningstar in the small blend category and was named 'Best Fund over Three Years' in the Small-Cap Core Funds category of the 2013 Lipper Fund Awards. As of December 31, 2013, SouthernSun's U.S. institutional strategies rated in the top decile of their respective categories for the trailing three-, five-, and ten-year periods, according to eVestment. The firm's partnership with Affiliated Managers Group, Inc. (AMG) in 2014 has further solidified its position in the investment management industry. SouthernSun's team comprises seasoned investment professionals with complementary industry and financial services backgrounds. Led by Chief Investment Officer and Managing Partner Phillip Cook, the team works to creatively source ideas through comprehensive due diligence and by maintaining a global perspective. The firm's investment strategies are designed to generate extraordinary growth in the years ahead, reflecting its commitment to excellence and long-term success.