Investment Strategies

SouthernSun follows a proven investment process within its SMID Cap, Small Cap and Global Opportunities investment strategies. While these strategies differ in terms of the size of companies held in each portfolio, the investment team’s approach to implementing them is the same.

SMID Cap Strategy

Our SMID Cap Strategy generally holds between twenty (20) and thirty (30) positions at any time. The market capitalization of these domestic companies are within the range of the Russell 2500 at the time of initial purchase. No single company will generally be greater than ten percent (10%) of the portfolio value. Currently, this strategy may be accessed through three product types: separately managed account ($20 million minimum), mutual fund (AMG SouthernSun U.S. Equity Fund), and UCITS fund (SouthernSun Value Fund PLC – U.S. Value Fund).

Small Cap Strategy

Our Small Cap Strategy seeks out domestic companies with a market capitalization within the range of the Russell 2000 at the time of initial purchase. Our target number of companies to have in this discipline is twenty (20) to thirty (30) at any time. No single company will generally be greater than ten percent (10%) of the portfolio value.

The Small Cap Strategy reopened on a limited basis as of April 15, 2016. Availability of the strategy is dependent on, among other things, the method of investment (i.e. – mutual fund), investment amount, strategy capacity, and is subject to change at any time.

Currently, this strategy may be accessed through two product types: separately managed account ($20 million minimum) and mutual fund (AMG SouthernSun Small Cap Fund).

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Global Opportunities Strategy

Our Global Opportunities Strategy holds between fifteen (15) and forty (40) companies from around the globe and is not restricted by market capitalization. Currently, this strategy may be accessed through two product types: separately managed account and mutual fund (SouthernSun Global Opportunities Fund).

For additional information on our firm strategies, please contact us at clientservice@southernsunam.com or call 901.341.2700.