Please read these terms, conditions, and disclaimers carefully. By accessing this website, you accept and agree to be bound by all of these terms and conditions.
The information provided is in no way intended as an offering or a solicitation of a security which may be referenced in the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such use would be contrary to law or regulation, or which would subject SouthernSun to any registration requirement with such jurisdiction. SouthernSun is not offering services in jurisdiction where SouthernSun or its products and services are not properly registered.
Unless specifically authorized in writing by SouthernSun, any and all information contained on this site, including but not limited to text, images, graphics, icons, and logos, may not be copied, reproduced, transmitted, displayed, distributed, published or otherwise used. Such content is the property of SouthernSun and is protected by applicable law. All rights reserved.
At certain places on this site, live “links” to other Internet addresses may be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations, or individuals independent of SouthernSun. SouthernSun does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such -addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by SouthernSun. Finally, you may not link to this website unless SouthernSun expressly grants usage permission to do so.
Neither SouthernSun nor any of its affiliated entities, agents, employees, or contractors shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this website. None of these entities shall be liable for any damages or losses that may be caused to any equipment and other software due to any viruses, defects or other technological malfunctions in connection with access or use of this site.
Past performance is not indicative of future results. No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.
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SouthernSun Asset Management (UK) Ltd. (the “Firm”) is a UK domiciled limited company that is authorized by the Financial Conduct Authority (FCA) to provide investment management services to its parent, SouthernSun Asset Management LLC (“SouthernSun US”). SouthernSun UK’s business is managed and governed by its Board of Directors, which is comprised of Michael Cook (CEO/CIO of SouthernSun US) and William Halliday (COO/CCO of SouthernSun US). Brad Clayton (Senior Compliance Officer of SouthernSun US) is responsible for oversight of SouthernSun UK’s compliance functions.
SouthernSun UK is a wholly-owned subsidiary of SouthernSun US.
Under Rule 2.2.3R of the FCA’s Conduct of Business Sourcebook, the Firm is required to include on this website a disclosure about the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (the “Code”) or, where it does not commit to the Code, its alternative investment strategy. The Code sets out a number of principles relating to engagement by investors with UK equity issuers, as follows:
The seven principles of the Code are that institutional investors should:
The Firm does not direct trading in any UK listed securities. Consequently, while the Firm supports the general objectives that underlie the Code, the provisions of the Code are not relevant to the activities currently undertaken by the Firm. If the Firm’s activities change in such a manner that the provisions of the Code become relevant, the Firm will amend this disclosure accordingly.
For further information on the Firm’s approach, please contact Brad Clayton at firstname.lastname@example.org or (901) 341-2700.