Investment Strategies

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

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. Currently, this strategy may be accessed through various structures, including: separately managed account ($5 million minimum), mutual fund (SouthernSun Small Cap Fund), and the SouthernSun Small Cap CIT.

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 various structures, including: separately managed account ($5 million minimum), mutual fund (SouthernSun U.S. Equity Fund), and the SouthernSun SMID Cap CIT.

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

 

SEI Trust Company (the “Trustee”) serves as the Trustee of the SouthernSun Small Cap CIT and SouthernSun SMID Cap CIT (the “CIT”) and maintains ultimate fiduciary authority over the management of, and the investments made, in the CIT. The CIT is part of a Collective Investment Trust (the “Trust”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI). The Trust is not a mutual fund, as defined under the investment company act of 1940, as amended.