SouthernSun Asset Management



Founded in 1989, SouthernSun Asset Management 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


SouthernSun Small Cap Fund

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

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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.

Chief Executive Officer and Chief Investment Officer

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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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Crises, Manias and Irrational Exuberance—Financial Bubbles Throughout History: A Cautionary Tale

What are the human behaviors that have driven financial bubbles to develop? Learning from history—and understanding how these bubbles form and burst—can help investors take important steps to prepare.
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Active Management: The Boutique Advantage

In the debate over active investment management, the importance of boutiques is often overlooked. Recent research illustrates the edge that boutiques enjoy, and the key characteristics linked to their success.
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