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We rely on proprietary, bottom-up, on-site research to identify attractively valued companies.

 

Led by Founder, CEO and CIO, Michael Cook, our Investment Team is composed of seasoned analysts with complementary industry and financial services backgrounds. We work to creatively source ideas through “break room to board room” due diligence and by maintaining a global perspective.

We rely on proprietary, bottom-up, on-site research to identify attractively valued companies that have niche dominance, financial flexibility and proven management teams. Our approach to managing money is governed every day by our core principles.

Our Principles

Be thorough: sweat the small stuff

Be systematic: stick to a proven methodology

Don’t assume: rigorously employ principles of logic

Face facts: reality trumps hype every time

Reduce the influence of bias: shed light on sources of distortion

Remember: risk equals not knowing

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At SouthernSun, we believe that there is little substitute for critical reasoning, attention to detail, revealing query, hard work, and patience.

We also believe that human capital and financial strength are of equal importance and—when coupled with niche dominance—can create unique long-term buying opportunities. Since our inception, we have used our painstaking and intensive research process to search out companies that meet this stringent criterion.

While our roots are proudly established in Memphis, we travel around the globe to seek out the information we need to make sound investment decisions for our SMID Cap, Small Cap and Global Equity investment strategies.