Scout Podcasts

SCOUT: On the Road with SouthernSun
Our Podcast series highlights SouthernSun’s unique investment philosophy/process and our research around the globe by diving into our travels, portfolio companies, and more on our philosophy and process surrounding these investments. Join us as we scout for unique investment opportunities and get to know the great people behind many of the companies in our portfolio.

 

SCOUT Podcast, Episode 3 – “Meet You at the Pitch”

2Q2022

It may not be immediately obvious what a rugby team and a chemical distributor have in common, so we invite you to join us to find out! In this podcast, you will gain insight into Univar’s business and philosophy. Learn why the book, Legacy – written about the New Zealand All Blacks rugby team – is required reading for all Univar leaders. And dive deeper with SouthernSun’s Phillip Cook and Mike Cross as they bring you a SCOUT-exclusive interview with Univar CEO, David Jukes.

SCOUT Podcast, Episode 2 – “It’s All Bearings Nowadays”

1Q2020

In this episode, Mike Cross introduces you to a company that literally makes the world go around: The Timken Company. Let’s go on a virtual tour of Timken’s high-tech Tyger River facility that makes tapered roller bearings for wind towers and discover why “it’s all bearings nowadays.”

SCOUT Podcast, Episode 1 – “I’ll Have the Salmon, Please.”

4Q2019

In this episode, The Investment Team takes us to the island of Eysturoy in the Faroe Islands to meet Regin Jacobsen, a 16th generation Faroe islander and CEO of Bakkafrost. We learn how that environment provides perfect conditions for raising healthy and robust Atlantic salmon.

Reflections on the Present and Past with Michael Cook 

1Q2019

Listen to CEO/CIO/Founder Michael Cook’s thoughts on recent market volatility and our portfolio positioning for 2019.