SouthernSun Asset Management

About

About

Founded in 1989, SouthernSun is a Memphis-based firm that specializes in small and mid cap investing. The firm employs a fundamental, bottom-up, research-intensive investment approach that relies on an investment team of sector generalists with a global perspective.

AMG Funds From This Firm

SSOVX

SouthernSun Global Opportunities Fund

Seeks to provide long-term capital appreciation by investing in U.S. and non-U.S. companies.

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SSSFX

SouthernSun Small Cap Fund

Seeks to provide long-term capital appreciation by investing in small cap companies.

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SSEFX

SouthernSun U.S. Equity Fund

Seeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

SouthernSun’s fundamental, bottom-up, research-intensive investing centers around hands-on, proprietary research and a belief in “sweating the small stuff.” An investment team of sector generalists with a global perspective focuses on low turnover, long-term business buying decisions.

Our Approach

SouthernSun employs bottom-up, fundamental, on-site research to identify attractively valued companies with:

  • Financial Flexibility: Seeks companies with strong, internally generated discretionary cash flow and organic revenue growth
  • Niche Dominance: Seeks companies that it believes exhibit competitive advantages through superior products, process controls and technologies
  • Management Adaptability: Seeks proven and accountable management teams with measurable, transparent goals that are held accountable for performance; this applies to multiple levels of management from the CEO and CFO to the less senior management

Fund Managers

Fund Managers

Michael W. Cook, Sr.

Michael W. Cook, Sr.

Founder, Chief Executive Officer, Chief Investment Officer

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Insights

Insights

4 Things to Know About Estate Tax

Federal estate tax can be an overly complex issue that investors need to pay close attention to. Estates grow, laws change and so investors need to ensure that they have a long-term view and plan in case the tax becomes relevant to them.
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Rebalancing International Equities: What to Know. What to Consider.

Given the lessons of market history, the question is not if international equities will outperform their U.S. cousins, it is when. Consistently rebalancing your portfolio is key.
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Laying a Bigger Nest Egg

The current investment environment makes retirement nest eggs less effective than many retirees had hoped. Understanding potential retirement income shortfalls is a critical first step. The hard part–developing a plan to avoid that shortfall–comes next.
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